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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).

 

 

Please contact our office directly 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

Reference Documents

If you require assistance in relation to one of our Document Preparation services please do not hesitate to email:

Duane Pinches

We have also attached our standard fee schedule for our Trust Deed and Document Preparation services. Please contact our office if you would like to discuss volume discounts.