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.