WHAT YOU GET

The following top quality legal documents are instantly emailed to you when you establish a company/SMSF and ABN through us.

These documents can also be downloaded any time from our website using your user name (email id) and password (which we send to you after you purchase).

SMSF Trust Deed

  • Trust Deed of your Self Managed Super Fund
  • A Product Disclosure Statement
  • Consents for member to be trustees of Super Fund or consent of Directors of the trustee company to act as trustees of Super Fund
  • Minutes of Members / Trustees to set up the fund
  • Generic Investment strategy of your Self Managed Super Fund
  • Applications to become member
  • non-binding beneficiary nomination forms,
  • Instruction sheet on
    • how to open bank accounts
    • broker accounts and apply for Tax File Number
    • Fund to be a complying fund.
    • How to roll over existing funds to your Self Managed Super Fund and
    • “What to do next”.

Company

  • Certificate of Registration of a Company & Australian Company Number (original file (.pdf) from ASIC)
  • Our Invoice
  • Constitution
  • Incorporation Minutes
  • Consent to act as Director
  • Consent to act as Secretary (if selected)
  • Consent to act as Public officer (if selected)
  • Occupiers’ Consent (if selected)
  • Application for Shares
  • Share Certificate(s)
  • Register of Members
  • Register of Allotted Shares
  • Form 201 (copy of electronically lodged application)
  • Instruction Sheet on what to do next - how to register your company with ATO and obtain an ABN and how to open your company's bank account etc.
  • ATO's application form (NAT 2939) for applying ABN.

ABN Application

  • A reference number that pre-populates the ABN application form on www.abr.gov.au website and enables you to obtain an Australian Business Number (ABN).