Setting up an SMSF
We offer a comprehensive and professional online establishment of new funds through our online system. Users are guided through the process, providing options available to speed up the process and reduce errors. Users can set up a corporate trustee at the same time as their SMSF establishment ensuring the director and member details match.
We provide a register containing all necessary minutes and our own up-to-date deed. The documents will be stored online for you to access at any time, with the option to receive hard copies bound and delivered in a professional register for an additional fee.
Deeds and Documents Fund Deed Deed of Establishment Death Benefit Notices Application for Membership (to the fund) Consent to act as a Trustee Resolution- Acceptance of Role as Trustee Resolution – Acceptance of New Members Trustee Declaration/s SMSF Investment Objectives and Considerations Product Disclosure Statement | Additional Documents Explanatory letter Death Benefit Notices Notice of Compliance (sample) SMSF Investment Objectives and Considerations SMSF Documentation Summary Key messages for trustees |
Variations to SMSFs
We provide a service to make a range of variations to SMSFs deeds and structures. This service is overseen by qualified lawyers to ensure that changes are made properly. In respect to a deed update, our team checks the last deed, as provided in the portal. If advisers feel that prior deeds require a thorough review, we will refer clients onto a suitable solicitor who can check all versions and situations carefully.
Ordering
Select a product from the price list, then either:
- Complete online orders on our website.
- Download offline order forms, complete and email them to info@ntaacorporate.com.au