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”.
Our Videos
JOIN US
Learn how to grow your wealth and pay less tax.
Our Wealth Creator writers reveal the secrets of how to easily reduce tax and create more wealth. Once you learn these simple but ingenious strategies, it will be like giving yourself a 20% pay rise, tax free!
CLIENT TESTIMONIALS
This is a great service. A very convenient one-stop shop - especially for beginners. Thank you for a brilliant service, much appreciated. 
Peter Zhu
CPA, CFP, ATIA
Peter Zhu & Associates
Very good site. Interactive & easy-to-use. Excellent service - particularly in providing phone support.
Harpreet Pahwa
CPA
Harry & Associates Pty Ltd
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.
Please visit http://www.batallion.com.au
Register/Login Now
New User
To purchase anything from our website you need to register once, - registration is free.
Register Now
Propriety Company |
SMSF Trust DeedSMSF BorrowingSecurity Trust Deed - Bank Lender Security Trust Deed - Related Party Lender SMSF Borrowing - Property Conveyancing Actuarial Certificate |
SMSF Related DocumentsCommence Account Based Pension Convert Existing AP to Account Based Pension Lost SMSF Deed - Deed of confirmation Delete member(s) from your SMSF Change Trustee from Individual To Corporate Change Trustee from Corporate To Individual |
TrustsDiscretionary Trust (aka Family Trust) Trusts InformationProperty ToolsJobs |