What documents are included in the New SMSF package/Fund Establishment?

Upon completion of your order, the new SMSF package will generate the following documents:

SMSF Trust Deed

Product Disclosure Statement (PDS);

Consents for the Trustees, or directors of the corporate Trustee;

Trustee minutes relating to the set up the SMSF;

Application for membership, including TFN notices;

Sample Death Benefit Nomination forms;

ATO trustee declarations; and

Bank Account establishment kit explaining what to do next.

Having completed your order, you also have the ability to prepare a range of additional documents including (nut not limited to) the fund’s Investment Strategy and Death Benefit Nominations for each member.