(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)

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Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.