Need SMSF Documents?

Whether you prefer to do it yourself or leave it to the experts — we’ve got you covered.

Documentation services team

Our Document Services provide a clear, accurate and compliant record of trustee decision-making across the complete SMSF lifecycle – from fund establishment to ongoing maintenance and the payment of benefits.

Choose what works for you:

Full Service

Save time and let our team handle it for you — fast, accurate, and hassle-free.

tick (1) Fund Establishment Documents
tick (1) Fund Management Documents
tick (1) Contributions and Benefits Documents
tick (1) Dealing with Death Documents

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Self Service

Use our intuitive and guided documents tool, Super Toolkit, to generate unlimited documents on your own terms.

tick (1) Investment Strategy
tick (1) Investment Strategy Template
tick (1) Transfer Balance Cap Calculator
tick (1) Pension Establishment Package (Professional Tier)
tick (1) Pension Benefit Payment Instructions (Professional Tier)

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