SMSF establishment kit and trust deed service

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SMSF establishment kit

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.

SMSF trust deed service

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.

From asset administration to a complete end-to-end SMSF solution with the choice of a professional trustee – we have an SMSF solution to suit you.