Features

  • One Wizard form

    ONE WIZARD FORM

    Our one wizard form, with interactive features and hints, completes three applications through a single form, saving both time and money.

  • State of art Integration

    STATE OF THE ART INTEGRATION

    Our integration capabilities links to ASIC and the ATO to complete a Corporate Trustee, SMSF and ABN Application seamlessly in a single process.

  • Powerful Automation

    POWERFUL AUTOMATION

    Our smart intelligent technology only requests information once to pre-fill and create an application, avoiding duplication of data entry.

  • Always Accurate

    ALWAYS ACCURATE

    Error Checks and smart address prompts by linking with the ASIC and ATO database ensures complete accuracy in the entire application process.

Why choose SMSF Deed?

  • Simple Application Process
  • Automated Software
  • ASIC Approved Licence
  • Professional Support
  • Cloud storage
  • Full Responsive
  • Seamless Integration
  • High Quality Deeds
  • Competitive Pricing
  • Free Admin Templates

Get Started

Download a guide from ATO to help you decide if a SMSF is right for you and how to set one up

WEBSITE INTEGRATION

If you would like to provide a range of services to your clients using our state of the art platform , you can easily do that by integrating your website with ours. We use the latest iFrame technology which allows seamless integration and superior user experience for your clients.
For more information, Click Here

How it Works?

Our state of the art technology enables you to instantly create a Corporate Trustee, SMSF Trust deed and get an ABN/TFN Registration in just a few simple steps. You can access all your legal documents and the pre-populated free admin templates anytime from your dashboard.
Click Here to see exactly how it works.

What you get?

We instantly email all legal documents you require for your SMSF and Corporate trustee. We will get your corporate trustee registered with ASIC and also pre-fill your ABN application. We can also deliver professionally bound copies for an extra cost.
For a full list of the documents, Click Here

  • Latest updated trust deed

    LATEST UPDATED TRUST DEED

    Our trust deeds are regularly updated to cover the latest changes in super laws and keeps your fund complying at all times. For more information on the latest changes to our trust deed, please CLICK HERE

  • Situational Nominations

    SITUATIONAL NOMINATIONS

    Our trust deed covers situations for pensioners seeking to commence non-lapsing BDBNs to tax dependents or nominate a new reversionary beneficiary without commuting the old pension.

  • Concessional rate of stamp duty

    CONCESSIONAL RATE OF STAMP DUTY

    Our deeds are in line with the OSR requirements, which allow members to make in-specie transfer to the fund at concessional rates of duty as per Section 62A of the NSW Duties Act 1997.

  • GS 009 Compliance

    GS 009 COMPLIANCE

    Our deed complies with the latest updated GS 009 guidelines recently issued by the AASB in September 2015 relating to SMSF audits.
    For more information, please CLICK HERE.

  • Free Admin Templates

    FREE ADMIN TEMPLATES

    As a user, you will have access to all our Free Admin templates, such as minutes for rollback of pensions and reconciliations, which comes pre-filled with basic information from your application to save time.

  • Latest Borrowing rules

    LATEST BORROWING RULES

    Our trust deed complies with the latest borrowing rules as per the SIS Act. For e.g. it allows dismantling of the bare trust as a result of repayment of LRBA loan, as per new Section 71 (1) (f) of the SIS Act.

  • Special purpose corporate trustee

    ASIC INTEGRATION

    To avoid any unnecessary duplication of data entry, our server’s link to ASIC to provide a single application process to register a special purpose corporate trustee as part of the SMSF set up.

  • ABR Integration

    ABR INTEGRATION

    Using latest technology, our application form also pre-populates the ABN application form and enables you to quickly lodge your both your ABN and TFN application, saving you a great deal of time.

  • Special Price

    MODEST PRICE

    For a special price of $274 (plus ASIC fees), you can virtually accomplish the entire SMSF set up process, including Corporate trustee of the SMSF, SMSF trust deed and also apply for ABN and TFN registration.

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Click here for ASIC Guideline on names unacceptable for registration