Trust Deeds & Document Preparation
High quality SMSF document preparation is an essential element in the SMSF compliance process. Our document preparation service protects both the SMSF adviser and the SMSF trustee from potentially serious compliance problems by providing a clear, accurate and compliant record of the trustees' decisions.
Our comprehensive SMSF document preparation service includes all stages of the SMSF life cycle, namely establishment, ongoing fund maintenance and the payment of benefits.
Establishment Services (trust deed)
In conjunction with a lawyer specialising in estate planning and SMSFs we offer a comprehensive SMSF establishment service. The trust deed is a key part of the establishment service and has been specifically developed for SMSFs to accommodate all of the latest SMSF and estate planning strategies.
We also offer a Trust Deed Only service at a reduced cost for those only wanting the trust deed.
Fund Maintenance Services
Once established, our comprehensive fund maintenance documentation services will record any major changes to the SMSF such as an amendment of the trust deed, the addition of a new member or a change of trustee. We also provide a documentation service to establish a SMSF borrowing arrangement structure for both a 3rd party lender (ie bank) and a related party lender.
Benefit Payment Services
Paying a benefit from an SMSF is a significant event and can require technical advice.
Our benefit payment documentation services will ensure that any strategic planning work is properly implemented and potential planning opportunities are identified when paying lump sums, establishing pensions, commuting/converting pensions or arranging a death benefit payments (including anti-detriment).
To find out more about our Document Preparation service please download the attached fact sheet or call us on 1300 172 247.