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Set up your SMSF Establishment with Special Purpose Corporate Trustee online in minutes

Why do I need an SMSF Establishment with Special Purpose Corporate Trustee?

Setting up an SMSF with a special purpose corporate trustee offers greater flexibility, simpler administration and long-term benefits compared to individual trustees. A corporate trustee makes it easier to manage changes in membership, meet compliance requirements and keep fund assets clearly separated. Special purpose companies are also eligible for reduced ASIC fees, making this structure a popular choice for SMSF trustees looking for efficiency and control. 

Establish your SMSF with ease

Set up your SMSF and special purpose corporate trustee in one simple process. With step-by-step guidance, you’ll receive the key documents to get your fund started – supporting a smooth setup and helping you align with regulatory requirements from the beginning. 

Other popular documents



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SMSF Deed of Establishment

An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

Digital: $160 Inc GST
Slimline: $203 Inc GST
Binder: $260 Inc GST


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Investment Strategy

An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives.

 

Digital: $99 inc GST
Slimline: $142 inc GST
Binder: $199 inc GST


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Annual Pension Payment/Minutes

A formal record confirming the trustee’s decision to commence or manage a pension within an SMSF.

 

Digital: $110 Inc GST
Slimline: $153 Inc GST
Binder: $210 Inc GST


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Binding Death Benefit Nomination (BDBN)

A BDBN allows members of a SMSF, to formally direct the trustee on how their super benefits will be distributed when they pass away.

Digital: $99 Inc GST
Slimline: $142 Inc GST
Binder: $199 Inc GST


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SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

Designed for clients transferring their UK pensions into an SMSF, this deed streamlines the process, reducing time and costs.

Digital: $868 Inc GST
Slimline: $942 Inc GST
Binder: $978 Inc GST

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SMSF Deed of Variation

A SMSF Deed of Variation is used to update or replace your fund’s existing trust deed.

Digital:                       $160 Inc GST
Slimline:                    $203 Inc GST
Binder:                      $260 Inc GST

 

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SMSF Holding Trust

An SMSF Holding Trust is required when an SMSF uses a Limited Recourse Borrowing Arrangement (LRBA) to purchase an asset, such as property.

Digital:                       $440 Inc GST
Slimline:                    $483 Inc GST
Binder:                      $540 Inc GST

 

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SMSF Establishment with Special Purpose Corporate Trustee

Setting up an SMSF with a special purpose corporate trustee offers greater flexibility, simpler administration and long-term benefits compared to individual trustees.

Digital:                       $868 Inc GST
Slimline:                    $942 Inc GST
Binder:                      $978 Inc GST

NowInfinity Documentation Suite Benefits

  • Complete suite of SMSF setup documents

  • Quickly and easily set up bank accounts, ABN and TFNs

  • Order Pay As You Go documents with no lock in contracts

  • eSignatures and SMS reminders included at no additional cost

  • Legally reviewed documents for peace of mind

  • Customise documents with your branding

All Self Managed Super Fund Documents (SMSF)

  • SMSF Deed of Establishment

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST
    Buy now

    A SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

    Buy now

  • Investment Strategy

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
    Buy now

  • Trustee Consent and Member Application

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
    Buy now

  • Change of Trustee

    • Digital:$220 inc GST
    • Slimline:$263 inc GST
    • Binder:$320 INC gst
    Buy now

  • SMSF Deed of variation

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST
    Buy now

  • Annual Pension Payment/Minutes

    • Digital:$110 Inc GST
    • Slimline:$153 Inc GST
    • Binder:$210 Inc GST
    Buy Now

  • Binding Death Benefit Nomination

    • Digital:$99 Inc GST
    • Slimline:$142 Inc GST
    • Binder:$199 Inc GST
    Buy Now

  • SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

    • Digital:$868 Inc GST
    • Slimline:$942 Inc GST
    • Binder:$978 Inc GST
    Buy Now

Frequently Asked Questions

Can I set this up without professional advice?

You can, but it’s a good idea to seek legal, tax, or financial advice to make sure the structure suits your needs and goals.

Do I need to register with the ATO?

Yes. After setting up your SMSF and trustee company, you’ll need to register the fund with the ATO and elect for it to be regulated.

How many members can an SMSF have?

An SMSF can have up to six members, each of whom must generally be a director of the corporate trustee.

Is it more expensive to set up a corporate trustee?

There’s an upfront ASIC registration fee, but ongoing annual fees are lower for special purpose companies—and the long-term administrative benefits often outweigh the initial cost.

What documents are included in the SMSF setup?

You’ll receive a trust deed, company constitution, member and trustee consents, and other key documents required to establish the SMSF and trustee company.

What is a special purpose corporate trustee?

It’s a company set up solely to act as the trustee of an SMSF. This type of company is eligible for reduced ASIC annual fees.

Why choose a corporate trustee over individual trustees?

Corporate trustees make it easier to manage membership changes, maintain clearer asset separation, and simplify compliance. 

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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