Forms

Trust Deed & Document Preparation Service Forms

A range of useful forms for all of our trust deed and document preparation services are available to download below. Each form sets out the service inclusions, the costs involved and the information we require from you in order to provide the service.

Click on an item below to download the form you require (please contact our office if you wish to establish a new SMSF and utilise our SMSF administration service or arrange for us to takeover an existing SMSF - there is a separate form).

• Fund Establishment Service 
• Trust Deed Amendment Service 
• Investment Strategy Service 
• Change of Trustee Service  
• Change of Fund Name Service 
• New Member Service 
• Binding Death Benefit Nomination Service 
• Lump Sum Payments Service 
• Pension Establishment - Account Based  
• Pension Commutation Service 
• Converting Allocated to Account Based Pension 
• Limited Recourse Borrowing Arrangement - Related Party Lender Service 
• Limited Recourse Borrowing Arrangement - Third Party Bank Lender Service  

• Direct Debit Request - Super Fund
• Direct Debit Reqeust - Non-Super Fund
  
• Direct Debit Service Agreement

Please return all completed forms to docprep@heffron.com.au

Please contact Ben Smythe on 1300 172 247 to obtain a quote for our Death Benefit (Lump Sum or Pension) Service, Anti-Detriment Deduction Service or Divorce Splitting Service