$137.50 (inc. GST)
Setting up a Self Managed Superannuation Fund
A Self Managed Superannuation Fund package from Cleardocs, allows you to order all the documents you need to set up
a Self Managed Superannuation Fund (known as an SMSF).
You can choose whether the trustee is to be a corporation or the individual members, and various other options for the deed and fund set up.
A quality SMSF deed
Our lawyers at the top-20 national law firm, Maddocks, constantly maintain the Cleardocs SMSF deed and the question interface,
to make sure they are up-to-date with current legislation. We often publish those changes in the monthly ClearLaw bulletin which you can view
here.
What does the SMSF document package include?
The SMSF document package includes:
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A Product Disclosure Statement in plain language — this summarises the features of the Self Managed Superannuation Fund you can order through Cleardocs
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Consents for the trustees, or directors of the trustee
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Minutes to set up the SMSF and to set its investment strategy
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Applications, beneficiary notices, and TFN notices for the SMSF members
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ATO trustee declaration form
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The SMSF trust deed.
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An Establishment Kit setting out what to do next.
What information do you need to order an SMSF from Cleardocs?
You can download our checklist of the information required to order an SMSF here.
One-click update: store your SMSF deed(s) electronically with Cleardocs and keep them up-to-date with the law automatically for $99
With the legislation around Self Managed Superannuation Funds changing so rapidly, the Cleardocs document creation, storage,
and $99 update package combine to offer a totally unique solution to the problem of keeping SMSF deeds up-to-date in Australia.
Once your SMSF deeds are created or updated through Cleardocs, we aim to keep you informed via email as soon as legislative or other changes require us to make amendments to our master documents. With that information, you can then decide whether to update the SMSF deed. You may need legal, financial, or other advice about whether to update. We cannot give you that advice.
If you decide to update the deed, you can do so quickly, efficiently and very cost-effectively by downloading a new,
complying version of the SMSF deed from Cleardocs for $99.
This SMSF deed update system is one of the primary reasons that Cleardocs is now used by many of Australia's largest,
specialist Self Managed Superannuation Fund administrators and providers. Read more about our 'Preferred supplier' credentials
here
.
Quick and simple
The whole process takes about 5-10 minutes depending on the number of members. Once you've answered the questions on the Cleardocs system and paid you can download the documents.
Questions or further information
If you have questions:
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about how to use Cleardocs, contact the Cleardocs helpline on
1300 307 343.
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about legal issues, contact the Cleardocs helpline on
1300 307 343. If you need advice, we will arrange for you to speak with a
lawyer at Maddocks. The firm provides a free legal helpline in relation to the documents
Cleardocs provides. If you require other legal advice in relation to your particular
circumstances, then this will be charged for.
New user? Register & login for FREE
To set up on Cleardocs, all you need to do is key in your name, industry, email and password. Then you're ready to
create Cleardocs documents. It only takes a few minutes. (There's no joining fee. Just a pay
per use document fee.)
Existing users wanting to start a new document, log in
(top right)
The legal information and commentary on this site is general only. Documents ordered
through Cleardocs affect the user‘s legal rights and liabilities. To assess their
suitability for the user, legal, accounting and financial advice must be obtained.
