SMSF Accounting & Administration

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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.


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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