All Documents

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

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

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.

By executing this SMSF Deed of Variation, the Fund adopts a new set of governing rules.

The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).

This Deed restricts the distribution of trust assets (both capital and income) to the designated/named beneficiaries and their lineal descendants and certain other beneficiaries such as related companies and trusts, charities etc.

This Deed limits the capital of the trust to benefit specified lineal descendant beneficiaries. Income beneficiaries are a broader range of beneficiaries, e.g., related entities, charities etc.

Retire or remove all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).This service is to change the trustee/s of a Discretionary Trust. The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).

This Deed of Variation is to vary an existing Discretionary Trust to include provisions in it that specifically and irrevocably exclude any “Foreign Person” from benefiting from the Trust.

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This service is to set up and register a Public Company Limited by Guarantee with ASIC. You will need to source a Constitution externally or our legal services provider can assist on a fee-for-service basis.

This service provides you with the documents required to establish both a Self-Managed Super Fund (‘SMSF’) and a Special Purpose Company (to act as trustee).

This service is to set up and register a Special Purpose Company that will act solely as the Trustee of a SMSF, thus qualifying it for a reduced annual renewal fee with ASIC. This company type differs from a standard company as no dividends or distributions may be paid to the Members and the Constitution contains some provisions tailored to reflect the company’s role as Trustee of a SMSF.

Once your application is approved by ASIC, the name will be reserved for two months. If you wish to extend this period, you will need to apply to reserve the name again.