Self Managed Superannuation Fund

Our self managed superannuation fund deeds are suitable for accounting, legal, and professional advisers who rely on highly effective legal documentation that is up to date with the latest in super legislative reforms and innovations. Complete our online forms in less than 10 minutes.

Self Managed Superannuation Fund | $330.00

Order your self managed superannuation online today and receive your documents electronically within 1 business day. Our self managed superanuation fund deeds have been carefully drafted by our legal partners to ensure compliance with relevant superannuation legislation, and incorporates the latest industry standards in effective tax management and retirement planning.

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Product Overview

Our online order forms make setting up a self managed superannuation fund in Australia fast and easy (less than 10 minutes)
Our SMSF deed documentation has been carefully drafted to comply with the latest superannuation legislative reforms and tax office requirements
Our SMSF deed includes all the provisions presently allowable under the superannuation legislation including SMSF borrowing and account based pensions.
No charge for death benefit nomination or agreements if completed on set up.
The Deed is customised to reflect whether the SMSF has an individual or corporate trustee
Our trust deeds are individually prepared and reviewed by our experienced lawyers (why is this important?)
Our highly experienced team manually reviews every submission to ensure information is free from error and complete - saving you headaches and costs down the line
We pride ourselves on great and informed customer service, and our professional team is available to discuss any question or client issue you may have
Impress your clients with full-service printing, binding and delivery for $77.00 (GST inclusive).
Need to apply for an ABN? Use the same online form to register your enter for an ABN.

What's Included

When you order a Self Managed Superannuation Fund deed through abnaustralia.com.au you receive the following documentation:

a high quality SMSF trust deed prepared and reviewed by our legal partners;
Certificate of Compliance for roll-over of member benefits, sometimes called the Rollover application letter;
generic investment strategy
Consents for the Trustees, or directors of the corporate Trustee;
Minutes to set up the SMSF and set its investment strategy;
Applications, beneficiary notices and TFN notices for the SMSF members;
ATO trustee declaration form;
Written confirmation of ABN registration (optional extra) received direct from the Australian Business Register; and
Printing, binding, and delivery options available.

Our Promise

Our team has been providing affordable business registration and legal document services since 1976. Our longevity reflects our reputation for the best customer service in the business, underpinned by our commitment to effective documentation and attention to detail.

In order to ensure you and your clients are protected against legal risks, it is important that your trust deed documentation is reviewed and prepared by an actually qualified lawyer with experience in this area. This is exactly what you get when you order through abnaustralia.com.au. Not only do our lawyers ensure your documentation complies with the appropriate legislative and tax office requirements, they also ensure your documents are maintained in line with the latest industry innovations.

Our goal is to partner with accounting and professional firms who understand the value of an informed business registration and legal document provider. Why not try ordering your next self managed superannuation fund online with us at ABNAustralia.com.au and experience for yourself the difference in service that our existing customers have come to expect.

From the Knowledge Base

What is a self managed superannuation fund?

A Self Managed Superannuation Fund is a vehicle used by many Australians to take control and manage their own retirement savings. The members are generally the trustees of the fund and this means the members of the SMSF operate the fund for their own benefit. A SMSF allows a for a wide range of investment choices. For example you can invest in direct shares, direct property, art work and even jewelry. However, you need to be very careful as the sole purpose of the investment must be to generate income in retirement for the members of the fund.

All superannuation funds in Australia operate as trusts. The deed (or in some cases, specific acts of Parliament) establishes the basis of calculating each member’s entitlement, and sometimes the contributions that have to be made for a member, while the trustee will usually retain discretion concerning such matters as the fund’s investments and the selection of a death benefit beneficiary. The Federal Government has legislated to establish certain standards that all funds (for which tax concessions are sought,) must comply (and which are called “complying funds”). For instance, the “preservation” conditions, under which a member’s benefit cannot be paid until a certain qualification has been reached (such as reaching age 65), are a notable example.

What constitutes a quality SMSF deed?

What are the conditions of a SMSF according to the SIS Act?

Speaking generally, for an SMSF to be complying:

It must have 6 (or fewer) members;
Each individual trustee must also be a member;
Each director of a corporate trustee must also be a member;
No member can be an employee of another member - unless the two members are related; and
No trustee can receive payment from the fund for their services as trustee.

There are some limited exceptions to numbers 2 and 3 above.

Can fund members be non-Australian residents?

What are the conditions of single member SMSFs according to the SIS Act?

Speaking generally, for an SMSF has only one member, then the SIS Act requires that:

If the trustee is a company, then the member must be:

the sole director; or
one of only 2 directors who are relatives; or
one of only 2 directors and the other director must not employ the member.

If the trustee is an individual:

the member is one of only 2 trustees who are relatives; or
the member is one of only 2 trustees, and the other trustee must not employ the member.

Remember, the law says that trustees of an SMSF cannot receive payment from the SMSF for duties or services performed in relation to the SMSF.

Does the SMSF have to apply for an ABN?

Yes. The SMSF will obtain an ABN as part of registering with the ATO and choosing to become a regulated superannuation fund.

To obtain an ABN, your fund must have:

at least 1 trustee;
a trust deed;
identifiable members; and
assets put aside for the benefit of its members.

ABNAustralia.com.au is able to assist you with your superfunds ABN registration process.

For what purpose can a superannuation fund be created?

There are a number of different types of superannuation funds which may be created:

funds established by an employer for its employees;
a master fund or trust established by a life office or other financial institution for unrelated employers, employee and/or self employed persons;
an industry fund created for employees by an industrial organisation and/or employer body;
the establishment of a fund by a government or governmental or semi-government authorities;
as well as Self Managed Superannuation Funds.

Self-managed Superannuation funds are the most common type of superannuation funds for small to medium businesses.

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