Products

14 Jul, 2021

New SMSF

The current superannuation and taxation legislation recognises two types of small superannuation funds with less than seven members: All funds

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Change of Appointor (Discretionary Trust)

We can prepare a deed of amendment to change the appointor of an existing trust. This may be to add

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Fixed Unit Trust

A unit trust is a trust in which the trust property is divided into a number of defined shares called

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Change of Company Details

Company details can change from time to time, and when this happens, ASIC should be notified and the changes documented.

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13 Jul, 2021

Partnership Agreement

We offer a Partnership agreement that is fully flexible and allows for partners to be individuals, companies, or trusts (or

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Transition to Retirement Income Stream

It is a requirement of the SIS Act to ensure your SMSF pensions are documented correctly. Our tailored and comprehensive

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Account Based Pension

It is a requirement of the SIS Act to ensure your SMSF pensions are documented correctly. Our tailored and comprehensive

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Lost SMSF Deed Service

Losing the original SMSF deed can create significant legal and administrative challenges. Without a complete and verified document trail and

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SMSF Deeds of Variation

You can replace your old deed with an updated SMSF deed and take advantage of the latest rules. If your

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Vest a Discretionary Trust

We can prepare a deed of vesting and supporting documents to wind up a trust. These documents will be prepared

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Sponsorships