Sample Documents
- Contribution splitting
- Convert TRIS to ABP
- COVID-19 Rent Relief for related party tenancies
- Deed of Retirement
- Discretionary Family Trust
- Downsizer Contributions
- Full Commutation to Comply with the Transfer Balance Cap
- Fund Establishment - Sample Document
- Fund Members Guardian - Deed of Appointment
- How to create your free PAYG login - Access SMSF Documents (PAYG)
- In-House Loan Agreement
- Introduction of Director ID - Client letter and fact sheet
- Investment strategy
- LBRA Refinance
- Limited Recourse Borrowing Arrangement
- LRBA Bare Trust
- LRBA Loan Facility Agreement (Related Party)
- Lump Sum
- Met Condition of Release
- Minimum Pension Shortfall