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Self-Managed Super Fund, Deeds, PDS and Minutes - build on a law firm's website

Build these SMSF documents online Price
SMSF Deed - built over 18,000 times $446
Special Purpose Company - to be trustee of SMSF $1,160
Convert old Company into a Special Purpose Company - to be trustee of SMSF $447
Investment Strategy - ATO audit-friendly $225
Vest and Wind up SMSF - wind up, end and close down old SMSFs - get rid of your SMSF $585
SMSF Loan to Third Party $683
Commercial lease for SMSF - where the SMSF owns the commercial property $645
Reversionary Pension Kit - keep your dead spouse's super in the Super Fund $440
Power of Attorney for SMSF Corporate Trustee - if the director dies or has dementia, compliant with Fund Manager release forms $678
SMSF Training Course - includes the SMSF Deed FREE
SMSF asset owner rectification deed - purchased the SMSF asset in the wrong name  $850
SMSF Custodian Bare Trust Deed - SMSF borrows through a bare trust $660
Change SMSF name — update your fund’s name$390
SMSF Deed Update  — the gold standard, the most white-badged SMSF Update in AustraliaPrice

SMSF Update and Confirmation Deed

Strengthen your SMSF’s rules, put control levers in place for death benefits and give your accountant, financial planner and auditor a coordinated set of legal documents. Confirms or updates your Trustee and Members. Your SMSF Update includes seven documents:

  1. SMSF Deed of Variation — updates the rules of your existing SMSF and supports your retirement strategy.
  2. Non-lapsing Binding Death Benefit Agreement — puts directions for paying your super when you die in place.
  3. Product Disclosure Statement — explains members’ rights, responsibilities and risks, helping answer the ‘I was never told’ argument.
  4. Investment Strategy and Diversification Statement — records the investment approach for your fund.
  5. Trustee minutes — audit & ATO compliant.
  6. Solicitor’s Bank Compliance Certificate — confirms the deed’s borrowing and security powers on law firm letterhead.
  7. Signed law firm cover letter — confirms Legal Consolidated authored your documents and takes responsibility. Explains signing and implementation.
As you build, confirm your SMSF’s trustees and members, or change them at no extra charge. The deed and supporting documents are included together in the complete Update.

See the complete package and free sample.

The educational building process is free. You pay when you choose to buy the completed legal documents.

$450