(08) 9381 4444 rstark@smrspl.com.au

Document Drafting

Self Managed Retirement Systems can create a number of documents to ensure the efficient and compliant operation of your Self Managed Superannuation Fund.

We can assist in the preparation of documents for:

  • SMSF Contribution Reserves
  • Creation of new pensions, commutations and pension roll backs
  • Creation of self-insurance, anti-detriment, investment and pension reserves
  • Transition to Retirement (Corporate)
  • Transition to Retirement (Individual)
  • Lump sum benefit payments
  • Preparation of rollover benefit statement and associated documentation
  • Funds investment Strategy
  • Vary an SMSF Trust Deed with a Corporate Trustee in place
  • Vary an SMSF Trust Deed with Individual Trustees in Place
  • New Company: Special Purpose
  • Vary an SMSF and Special Purpose Corporate Trustee (New company)
  • Change of Individual Trustee to Existing Corporate Trustee
  • Change of Individual Trustee to Individual Trustee
  • Deed of Ratification
  • Additional Membership Minutes and Application
  • Change of Fund Name (Corporate Trustee)
  • Change of Fund Name (Individual Trustee)

37 Blythe Avenue   Yokine WA 6060 

Mail   PO Box 2214, Yokine South WA 6060    Email rstark@smrspl.com.au
Phone  (08) 9381 4444   Fax  (08) 9380 4051

Robert Stark CFP AR 239489 & Self Managed Retirement Systems Pty Ltd CAR No 240331
are Authorised Representatives of  Core Financial Services Pty Ltd, ABN 91 607 163 646
AFSL No 480009 Principal Address: 121 Meadowbank Ramble, BULLSBROOK WA 6084

The information contained in this website does not consider your personal circumstances and is of a general nature only.
You should not act on it without first obtaining professional financial advice specific to your circumstances.