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)