Fund Establishment

The following documents are generated as part of the Fund Establishment (new SMSF) order:

  • Cover page (NB. which can be customised for CreatePlus subscriptions)
  • Smarter SMSF Deed (current to 1 July 2023)
  • Product Disclosure Statement (current to 1 July 2023)
  • Applications for membership
  • Trustee / Director Consents
  • Trustee Minutes
  • Register of Trustee(s) / Member(s)
  • Death Benefit Nomination templates - Binding DBN and/or Non-binding DBN (optional)
  • ATO Trustee Declarations (pre-populated)

Sample Document

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