SMSFs

Navigating the regulatory network for SMSFs

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.

Deeds & Documents
  • Fund Trust Deed
  • Death Benefit Notices
  • Application for Membership
  • Consent to act as a Trustee
  • Explanatory letter
  • Sample Notice of Compliance
Deeds & Documents
  • Trustee and Member Resolutions
  • Trustee Declaration/s
  • SMSF Investment Objectives and Considerations
  • Product Disclosure Statement
  • SMSF Documentation Summary
  • Key messages for trustees

SMSFs with Constitute save you time & money

Variations to SMSFs

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