Setting up an SMSF
Docscentre offers a comprehensive and professional online establishment of new funds through our online system. Users are guided through the process, providing options available to speed up the process and reduce errors. Users can set up a corporate trustee at the same time as their SMSF establishment ensuring the director and member details match.
Docscentre provides a register containing all necessary minutes and up-to-date deed. The documents will be stored online for you to access at any time, with the option to receive hard copies bound and delivered in a professional register for a nominal fee.
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Deeds and Documents Fund Deed Deed of Establishment Death Benefit Notices Application for Membership (to the fund) Consent to act as a Trustee Resolution- Acceptance of Role as Trustee Resolution – Acceptance of New Members Trustee Declaration/s SMSF Investment Objectives and Considerations Product Disclosure Statement |
Additional Documents Explanatory letter Death Benefit Notices Notice of Compliance (sample) SMSF Investment Objectives and Considerations SMSF Documentation Summary Key messages for trustees |
Variations to SMSFs
Docscentre provides a service to make a range of variations to SMSFs deeds and structures. This service is overseen by qualified lawyers to ensure that changes are made properly. In respect to a deed update, the Docscentre team checks the last deed, as provided in the portal. If it is deemed that prior deeds requires review, clients will be referred onto a suitable solicitor who can check all versions and situations carefully.
Ordering
Select a product from the price list and complete the online order form.