Effective 1st April 2015
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DIY SUPERANNUATION FUNDS

FREE ! :  20 minutes discussion so you can find out:

HOW A SMSF MUST BORROW UNDER S67A and S67B (SIS Act 1993)

DIY SUPERANNUATION FUNDS
Special Features & Benefits of A4 - DIY Superannuation Funds

SMSF factual information support service on your chosen strategies 1978-2015
No super switching or investment advice.

Compact Disk (CD) with copies of your SMSF Register documents so you can print copies of all your SMSF documents.

Our Trust Deeds allows for Special Purpose Company Trustee or Individual Trustees & includes some unique Borrowing features.

Lump Sum or Pension Benefits including Account Based or Allocated Pensions may be funded and paid.

No Trust Deed restrictions on the number of Members.

Specific deed clauses included allow S48A of the Insurance Contracts Act to be used by the Trustee to benefit from and pay premiums for, an existing life insurance policy on the life of a Member who may not be not insurable, and include clauses to allow the Trustees to enter into Split Dollar (Life Insurance) Contracts and share policy benefits with related parties in accordance with SISA S109.

Our Deed allows any Trust property to be held in the name of a Nominee for the Trust.

Full Price $450.00 + $45.00 Gst.

Self Managed SF Establishment fee $90.00, Secretarial fees $360.00, GST $45.00.

This should allow you to deduct 80% of your trust deed cost for tax puposes.

> Click to download an SMSF order form

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