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)