How it works

Our Package

Our Package Includes - New SMSF

The email delivery includes:

  • Trust Deed of your Self Managed Super Fund
  • A Product Disclosure Statement
  • Consents for member to be trustees of Super Fund or consent of Directors of the trustee company to act as trustees of Super Fund
  • Minutes of Members / Trustees to set up the fund
  • Generic Investment strategy of your Self Managed Super Fund
  • Applications to become member
  • non-binding beneficiary nomination forms,
  • Instruction sheet on
    • how to open bank accounts
    • broker accounts and apply for Tax File Number
    • Australian Business Number
    • Fund to be a complying fund.
    • How to roll over existing funds to your Self Managed Super Fund and
    • “What to do next”.

Our Package Includes - SMSF Update

The email delivery includes:

  • “Deed of Variation” which needs to be executed to update your Trust deed,
  • A Product Disclosure Statement for all members,
  • Rules of your SMSF (new trust deed) ,
  • Minutes of Members / Trustees to initiate the Trust deed update,
  • Notice to be given to each member, informing them of the update
  • Instruction sheet on how to execute “Deed of Variation” for your Self Managed Super Fund and “What to do next”.

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As an accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters. Manoj and his team at provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to our SMSF needs.

Chander Sareen
CNR Accounting & Taxation Services

We used the SISA 67 (4A) borrowing structure from for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.

David Goldston
B Comm (Qld) PNA
Director Liverpool Financial Services Centre Pty Ltd

Read all testimonials

More Information

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service.
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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update


SMSF Update

Bulk Updates

Why Use our Deed

Free Forms


SMSF Borrowing

Security Trust Deed - Bank Lender

Security Trust Deed - Related Party Lender

SMSF Borrowing - Property Conveyancing

Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination


Discretionary Trust (aka Family Trust)

Unit Trust Deed

Fixed Unit Trust Deed

Trusts Information

Discretionary Trusts

Unit Trusts

Fixed Unit Trusts

Property Tools

Quantity Surveyor report


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