• Company Registration
  • SMSF Trust Deed
  • SMSF Audit
Form Description Download
Consent to act as Director Download
Consent to act as Secretary Download
Consent to act as Public Officer Download
Application for allotment of shares Download
Share Certificate Download
Register of allotted shares Download
Register of Members Download
Resignation of Director Download
Share Transfer Forms Download
ASIC Form 484 - Change company details Download
Application for ABN registration for companies, partnerships, trusts and other organisations Download
Statutory Declaration Form Download
Form Description Download
Application for ABN registration for superannuation entities Download
Trustee Declaration Download
Change of details for superannuation entities - instructions Download
Change of Details form for superannuation entities Download
Trustee Consent Form Download
Application to become a member Download

SMSF Corporate Trustee


Form Description Download
Consent to act as Director Download
Consent to act as Secretary Download
Consent to act as Public Officer Download
Application for allotment of shares Download
Share Certificate Download
Register of allotted shares Download
Register of Members Download
Resignation of Director Download
Share Transfer Forms Download
ASIC Form 484 - Change company details Download
Application for ABN registration for companies, partnerships, trusts and other organisations Download
Statutory Declaration Form Download
No Document Purpose of Document Download
1 Trustee Representation Letter Generate representation letter from Fund's Trustees to the Auditor. It attests to the accuracy of the financial statements submitted to the auditors for audit Download
2 Audit Engagement Letter Generate audit engagement letter from auditor to the client. It outlines the scope of audit and other key terms and conditions for the engagement Download
3 Annual SMSF Minutes Generate minutes of meeting to document key decisions undertaken by Trustee of the Fund relating to approval of financial statements, tax return, investment strategy etc Download
4 Ethical Clearance Letter Generate letter to seek advice from previous auditor on any ethical or professional reason(s) why new auditor do not accept or conduct the audit. Download
5 Bank Confirmation Letter Generate letter to the bank asking for confirmaitonm or bank balances/account details as of year end Download
6 Letter for Insurance confirmation Generate letter to insurance providers asking for details of insurance(s) held by members both during the year and as of year end Download
7 Authorise Auditor to obtain information Generate authorization from trustee(s) to release information to the appointed auditor of the fund Download
No Document Purpose of Document Download
1 Application for Membership (Corp Trustee) Generate application for membership of the fund where trustee is a company Download
2 Application for Membership (Individual Trustee) Generate application for membership of the fund where trustee Individual Download
3 Trustee Consent Form (Corp Trustee) Generate member's declaration of consent to act as a Director of the Trustee Company Download
4 Trustee Consent Form (Individual Trustee) Generate member's declaration of consent to act as a Trustee Download
5 ATO Self Managed Super Fund Trustee Declaration (Corp Trustee) Generate member's declaration to ATO acknowledging the duties and responsibilities as a director of the corporate trustee of the self-managed superannuation fund Download
6 ATO Self Managed Super Fund Trustee Declaration (Individual Trustee) Generate member's declaration to ATO acknowledging the duties and responsibilities as a trustee of the self-managed superannuation fund Download
No Document Purpose of Document Download
1 Benefits Rollover Statement ATO form to rollover superannuation benefit to another fund or RSA Download
2 Rollover Initiation Request to transfer whole of Balance to SMSF ATO form to request the transfer of the whole balance of your super benefits to your SMSF Download
No Document Purpose of Document Download
1 Contribution Reserves Minutes & Application Generate request to trustee to transfer contributions above the concessional cap amount to contribution reserve account and related minutes of meeting Download
2 Over 65 years Contribution Declaration Letter Generate work test declaration form from member over 65 to Trustee to accept employer and/or personal contribution for the year Download
3 s290-170 Notice of Deductibility MINUTES Generate declaration from Member claiming the personal contributions under section 290-170 of the Income Tax Assessment Act 1997 and related minutes of meeting Download
4 Declaration for Downsizer Contributions Generate declaration from Member about downsizer contributions to the fund Download
5 Contribution Reconciliation Spreadsheet to reconcile member contributions Download
6 s290-170 Notice of Deductibility ATO ATO instructions and Notice of intent to claim or vary a deduction for personal super contributions form Download
7 Request to adjust concessional contributions NAT74851 ATO form to request to adjust concessional contribution from one year to the other Download
No Document Purpose of Document Download
1 Investment Strategy Generate standard template for investment strategy for the fund Download
2 Investment Strategy Reconciliation Calculates investments allocation among different asset classes and to compare against benchmark allocations Download
3 Investment Strategy with limited Diversification - Property - LRBA Generate standard template for investment strategy where majority (>66%) of investments are in direct or in-direct property Download
4 Minutes to adopt Trustee Investment Strategy Generate minutes of meeting to adopt investment strategy Download
5 In House Asset Reconciliation Spreadsheet to reconcile In houe Assets and to check against 5% limit rule Crypto Download
No Document Purpose of Document Download
1 Declaration-of-Trust-Crypto-currency Generate delaration of trust to hold crypto currency assets as custodian by fund members Download
No Document Purpose of Document Download
1 Application to commute a pension Generate letter and related minutes of meeting to commute pension by fund member Download
2 Pension Reconciliation Spreadhseet for pension reconciliation Download
3 Commutation of pension to comply with Balance Transfer Cap Generate application by Member to commute pension and add to accumulation account to comply with balance transfer cap Download
4 Retirement declaration letter when trustee wants to access benefits between 55 and 65 Generate declaration from member that he has retired from work or work less than 10 hours in a given week with no intension to return to work Download
5 ROLLBACK OF PENSION minutes Generate SMSF documents to rollback an Account Based Pension (ABP) or Transition to Retirement Income Stream (TRIS) to accumulation phase. The following documents will be generated: – Member request to rollback pension – Trustee resolution to rollback pension Download
6 Super transfer balance account report ATO form to report super transfer balance account Download
7 Withdrawal of Lump Sum Generate application to withdraw a lump sum by fund member Download
8 Met Condition of Release - Convert from TRIS to ABP Generate SMSF documents to move a Transition to Retirement Income Stream (TRIS) into Retirement Phase where the member has satisfied a condition of release with a nil cashing condition. If you do want to convert TRIS to ABP, you must commute the TRIS and commence an ABP The following documents will be generated as part of the completed order: – Member request with condition of release and written notice for retirement phase – Trustee Meeting and resolutions to move TRIS to Retirement Phase Download
No Document Purpose of Document Download
1 LRBA Reconciliation Spreadsheet for LRBA account reconciliation Download
2 Change of Loan Agreed due to PCG 2016 Generate letter by Lender to vary the terms of the loan agreement and related minutes of meeting Download
3 Minutes-temporary-borrowing-to-pay-beneficiary Generate minutes of meeting relating to temporary borrowing arrangement pursuant to Section 67 (2) of SIS Act. Download
No Document Purpose of Document Download
1 Documents of request from Related Party Tenant to SMSF Landlord for rent relief due to COVID 19 Detailed instructions, documents & minutes of compliance for Rent relief due to adverse effects of COVID 19 - and Letter of Agreement to Vary existing lease Download
2 Documents for formalizing Early Release of Superannuation as per COVID 19 measures under Compassionate Grounds Detailed instructions, documents & minutes of compliance for Member requesting early release of superannuation in line with COVID 19 measures on compassionate grounds including formal approval Download
3 Documents of request from SMSF to lender for installment payment relief of LRBA Loan due to COVID 19 Detailed instructions, documents & minutes of compliance for Installment payment relief due to adverse effects of COVID 19 - and Letter of Agreement to Vary existing loan terms Download
4 In House Asset Rules Compliance Detailed instructions, documents & minutes of compliance for exemption under the In-House asset rules due to COVID 19 Download
No Document Purpose of Document Download
1 Death of one of two member SMSF Generates minutes of meeting upon death of one of the two member fund to take required decisions stipulated under the superannuation law Download
2 Lump Sum Payment of Death Benefit on Death of a member Generate lump sum payment documents to make a benefit payment from a member/’s superannuation interest. The following documents will be generated as part of the completed order: – Beneficiary's request for lump sum payment – Trustee minutes regarding payment of Death Benefit Lump Sum Download
3 Binding Death Benefit Nomination - Non Lapsing Generate binding (including non-lapsing) death benefit nomination Download
4 Non-Binding Death Benefit Nomination Generate non binding (including non-lapsing) death benefit nomination Download
No Document Purpose of Document Download
1 Winding up a SMSF Minutes Generate minutes of meeting to wind up the fund Download
No Document Purpose of Document Download
1 Letter to Trustee by Accountant after completion of Audit Generate audit completion intimation letter to the Trustee Download
2 Written Request for Information Generate letter from auditor to trustee requesting for information under s 35C(2) of the SISA Download
3 Request for SMSF Specific Advice NAT72441 ATO form requesting for specific advice for SMSF Download
No Document Purpose of Document Download
1 Declaration Purchase of BRP from a related party Generate declaration regarding purchase of business real property from a related party Download
2 Declaration No property Leased to a related party Generate declaration by Trustee that no property owned by the fund is leased to a related party Download
3 Declaration of Market Value of property Generate Trustee declaration of market value of assets Download

CLIENT TESTIMONIALS

We used trustdeed.com.au "SMSF limited recourse borrowing" documents for our client. A day before our client was to fly overseas and two days before settlement, there were issues raised by the lenders solicitors which put the transaction to a total standstill. However the Superannuation support team of trust deed dot com sorted not only issues relating to our original SMSF trust deed which we had inherited but also helped our clients purchasing solicitor, mortgage broker, bank's solicitor, client's financial planner and our client to complete the deal. A truly 7 star support service!

Yuk Wong
C.P.A
Baser Business Services Pty Limited

Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
Fortunately we had a acquired the Bare Trust Deed from Trustdeeds.com. The support we received to solve the problems was thoroughly knowledgeable, extremely fast and went well beyond the call of duty.
We received a superb, unmatched level of service. This has left us confident that our clients can rely on Trustdeeds.com including in the most complex and unexpected situations.
We happily recommend their services!

Edward Pieck
CPA, Director
Medical Accounting Services (NSW) Pty Ltd

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