SMSF Establishment
Optima Super offers a comprehensive, hassle-free set-up service. Our experience and association with leading deed providers ensures that your fund will be set-up professionally, with all the necessary paperwork attended to and in order.
The fund’s establishment documentation includes the following and is presented in a professional binder:
- Three (3) copies of the original deed – to assist with safekeeping. Two are bound and one is loose for easy copying or scanning
- Letter of Compliance
- Trustee and Member Consent Declarations
- Trustee Declarations
- Member Applications
- Binding and Non- Binding Death Nominations
- Product Disclosure Statement
- Trustee Minutes for the various aspects of establishing the fund
- Bank Pack to assist with the opening of the fund’s bank account
An Investment Strategy template is also provided.
We apply for the ABN and TFN for your client and ensure that it attains Regulated Fund Status.
If a corporate trustee is chosen or the fund, the following additional services and documentation are supplied:
Professional binder containing:
- ASIC Certificate
- Constitution (2 bound copies & 2 loose copies)
- Director’s Minutes
- Application for Shares
- Member’s Minute for Appointing Agent
- Share Certificate
- Director’s Consent
- Secretary’s Consent
- Registers
- Copy of ASIC forms
- Company information on CD
About our Deeds
We use the services of SMSF Strategies for the deeds and company incorporation. Their documentation is continually updated in line with changes to laws, regulatory and court rulings.
To Download a sample of the latest Super Fund Deed or Company Constitution please click on a link below to view a sample:
- SMSF Trust Deed sample
- Special Purpose SMSF Trustee Company Constitution (qualifies for the reduced ASIC annual levy)
Questions about your SMSF or our services?
Email us or fill out the Contact Us details below. We’ll be happy to hear from you.
- Click here for an application to set up a SMSF with a New Corporate Trustee.
- Click here for an application to set up a SMSF with Individual Trustees.