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
End-to-end solution
A complete wholesale solution for your SMSF clients.
Offering efficiency, simplicity, choice and flexibility whilst bolstering your margins.
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Pension Establishment and Commutation
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SMSF Education
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Borrowing Trust
Establishment
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Accounting and Tax
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SMSF Establishment
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Audit and Compliance
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Compliance Advice
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Corporate Secretarial
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SMSF Restructure
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