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Here's what you'll receive in our SMSF package.
Compleo instantly prepares the following documents once your SMSF has been completed.
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Fund deed |
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Member Applications |
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Binding/non-binding death beneft nominations |
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Minutes |
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Product Disclosure Statement |
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ATO Declarations & ATO materials |
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Consents to act as Trustee |
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Investments & Reserves Management Strategies |
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Instructions & Stamping Guide |
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How do I receive the documents?
The documents are delivered to you in PDF format (with the exception of the Investments & Reserves Management Strategies which are in Word format for your completion). There is a facility to email any or all of the documents to members of the Fund, your accountant or advisor etc.
The documents are also kept on the website under your account so you can access them at any time.
Learn more about...
 What it costs  What you'll need
or if you're ready to begin!
 Create SMSF
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What does it cost?
$130
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What information do I need?
The name of your new fund, names and adresses of the members, corporate trustee information (if there is one). |
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What will I receive?
Fund Deed, Consents, Product Disclosure Statement, Minutes, Consents, Member Applications, ATO Declarations, ATO Forms, Investments & Reserves Strategies, Instructions & Stamping Guide. |
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Ready to get started?
Click below to begin the process! |
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Who's behind our documents?
Leading law firm Norman Waterhouse Lawyers have prepared all of our master documentation.
Compleo is not a law firm. We cannot give legal advice or provide legal services. Any information provided in relation to our products is information of a general nature only. Using the products may affect your legal rights and professional advice must be obtained.
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