Our SMSF establishment kit provides all the documents your client needs to establish and govern their own self-managed super fund. We will support you and your client through every stage of the process to help ensure they set up a complying superannuation fund.
Our SMSF trust deed service provides you and your clients with a customised and complying trust deed that’s flexible and adaptable to legislative changes. So, whether a client is starting a new fund or would like to review their existing trust deed, we can help.