SMSF - Set up - Sydney Business Lawyers

Features of our SMSF trust deeds are:

all permitted contributions are acceptable
the trustee has flexible investment powers
benefits are payable as early and as late as the law permits
full reserve provisions are included
all forms of permitted pensions are payable
death benefits are as flexible as possible. If the member doesn’t nominate the form of death benefit, either under their will or in writing to the trustee, the trustee can pay the benefits to the deceased’s dependants or estate

Package Price: $715.00
Registration Price: $206.98

Telephone Tricia Shales on 02 8915 4949

Name of Fund
Address for meetings

(will be at your office unless otherwise advised)
Members details
Full Name

Member 1
Address
Occupation/DOB
Full Name

Member 2
Address
Occupation/DOB
Full Name

Member 3
Address
Occupation/DOB
Full Name

Member 4
Address
Occupation/DOB
Superfund Trustee Details
(only if members will not be trustees)
Name
ACN
Address
Full name of Directors
More than 1 member fund - No member of the fund is an employee of another member of the fund, unless the members concerned are relatives.
- Yes
- No
Single member fund - Have you satisfied yourself that the fund complies with Section 17A(2) of SIS?
- Yes
- No
Do you want the deed registered at NSW Land Registry Services?
- Yes
- No
- Please note that we normally only send documents to you by e-mail in PDF format. If you don't want them sent by e-mail please check this box and we will post them to you.
Name of firm*
Contact at firm*
Email to send documents*
Address*
Street Address Address Line 2 City ZIP / Postal Code Country
Telephone
Facsimile

SMSF – Set up