Documentation services

Superannuation Accounting Services is a trusted provider of SMSF set-up services. We make the set-up process easier.

If you are looking to set-up a SMSF, let us help you set-up your SMSF. Don't take the risk with inadequate documentation. Our trust deed and accompanying documentation are drawn up with legal oversight. We also attend to the registration of the SMSF with the Australian Taxation Office.

We can advise you on the whole set-up process, from documentation through to registration with the ATO, and dealing with the ATO on your behalf.

When you need to update your SMSF deed, or thinking about updating, talk to us. We can advise you.

Where there is a change in circumstances affecting trustees or members of the SMSF, we can help with changing trustee and/or member of your SMSF. Whether it is to add a family member to the SMSF, or changing trustee due to death, we are here to help you through these situation. Our experience in dealing with these matter means that we foresee and mitigate against any potential issues that may arise.

If you have misplaced your SMSF deed, we can provide replacement documentation (not a new SMSF deed). The deed will confirm the existence of the SMSF.

We are experts in limited recourse borrowing arrangements for property, and can provide you advice on the structure and documentation requirements. In certain circumstances, a subsequent Deed may be required to clarify the property address. For example, where a property is purchase off-the-plan, and at the time of settlement, the property address is different than originally stated in the original documentation. We can assist and provide the necessary documentation to reflect the property address.

We often assist in unique circumstances, such as lost SMSF trust deed, defect in the SMSF trust deed, correction of the SMSF trust deed for name errors, trust deed incorrectly signed.

Superannuation Accounting Services provides the full suite of documentation throughout the SMSF lifecycle.

If you have a questions, talk to us - we have the answers.

More about common documentation services

For documentation not listed above, see here.

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