Setting up an SMSF

Access a comprehensive and professional establishment service of new funds through our online system. We’ll guide you through the process and provide options to speed up the process and reduce errors. You can set up a corporate trustee at the same time.

Your documents will be stored online for you to access at any time, with the option to receive professionally bound hard copies presented in a leather look quality binder with easy to reference indices.

  • Trustee Declaration/s
  • SMSF Investment Objectives and Considerations
  • Product Discloseure Statement
  • SMSF Documentation Summary
  • Key messages for trustees

Deeds & documents

  • Fund Trust Deed
  • Death Benefit Notices
  • Application for Membership
  • Consent to act as a Trustee
  • Explanatory letter
  • Sample Notice of Compliance
  • Trustee and Member Resolutions

Variations to SMSFs

We make a range of variations to SMSFs deeds and structures. Our service is overseen by qualified lawyers to reduce the risks to you.

SMSFs with PantherCorp save you time and money

SMSFs with PantherCorp save you time and money

Competitive pricing

Our documents come at a fraction of the price of similar documents provided by law firms, without any hidden costs.

You are not charged for online document storage, establishment and management of a 30-day account, legal and administrative support, or credit card surcharges.

Seamless integrations

PantherCorps document ordering platform is fully integrated with BGL Simple Fund 360, BGL CAS360, Xero Practice Manager, Class Super, ATO and MYOB Practice Manager.

Order forms can be populated directly from your accounting software, improving accuracy and saving time.

Sponsorships