NAV

DEED SERVICES

Fund Establishment

  • Trust deed
  • Minutes of meetings
  • Member application(s)
  • Consent(s) to act
  • ATO trustee declaration(s)
  • SMSF life-long compliance documentation
  • Pro-forma investment strategy
  • Signing package
  • TFN and ABN registration
  • GST registration (as applicable)

Trust Deed Upgrades and Amendments

  • Trust deed
  • Minutes of meetings
  • Member application(s) (as applicable)
  • Consent(s) to act (as applicable)
  • ATO trustee declaration(s) (as applicable)
  • SMSF life-long compliance documentation
  • Signing package

Corporate Trustee Establishment

  • Company constitution
  • Certification of registration
  • Company compliance documentation
  • Resolutions
  • Signing package

Corporate Trustee Upgrades

  • Company constitution
  • Company compliance documentation
  • Resolutions
  • Signing package

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Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.


Pension Establishment and Commutation

SMSF Education

Borrowing Trust
Establishment

Accounting and Tax

SMSF Establishment

Audit and Compliance

Compliance Advice

Corporate Secretarial

SMSF Restructure

Corporate Trustee Establishment

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Expect MORE


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250+ ACCOUNTING and FINANCIAL
PLANNING FIRMS ACTIVELY ENGAGED

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6,000+ SMSF's ADMINISTERED and AUDITED

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14+ YEARS OPERATING

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130+ HIGHLY SKILLED TEAM MEMBERS

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50+ SMSF's CREATED EACH MONTH

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