SMSF documents
Whether you wish to register a corporate trustee or make a trustee changes to your SMSF deed, Cleardocs’ compliant SMSF documents allows you to choose various options for the deed and fund set up.
Whoever you are – accountant, financial planner, legal practitioner, private business, or individual – Cleardocs comprehensive range of superannuation documents (including SMSF borrowing) and user friendly interface guide you through the SMSF set-up process online.
Some of the SMSF documents available include:
- ABN Registration – SMSF
- SMSF Set Up + Register Corporate Trustee
- Superannuation Trust (SMSF)
- Change SMSF Trustee (Cleardocs deed)
- Change SMSF Trustee (Death of a trustee)
- SMSF Change of Trustee
- SMSF Minutes and resolutions package
- SMSF Wind Up
- Update to SMSF
- SMSF Borrowing (bank) and register Corporate Trustee
- Amendment to SMSF Borrowing
- SMSF Borrowing (bank)
- SMSF Borrowing (related party)
- SMSF Investment Strategy for 12 Months Unlimited Use
- SMSF Investment Strategy
- Actuarial Certificate
- Death Benefit Agreement
- Death Benefit Nomination
- SMSF Pension Commutation
- SMSF Pension Pack
- SMSF Statement of Advice
- SMSF Statement of Advice + SMSF set up Bundle
- SMSF Statement of Advice + SMSF Corporate Trustee set up Bundle
- SMSF Trustee Bundle