Super Fund (SMSF) Package

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Super Fund Establishment

Get your self-managed superannuation fund (SMSF) created from $150. The SMSF package includes all documentation you need to manage your own super fund. Documents are created and stored in your dashboard within minutes. There is a bank kit included to simplify opening your super fund bank account.

Trust documents are current and compliant with the relevant law.

Reasons to setup a self-managed superannuation fund (SMSF)

A self-managed superannuation fund is a private fund that is regulated by the ATO. Funds are usually established by an individual or family as a means for looking after their own super savings. All members of a self-managed superannuation fund are Trustees who are responsible for the compliance and investments decisions. Reasons to set up a SMSF may include:

  • Flexibility – SMSFs provide members greater investment flexibility. Members are in charge of running their SMSF for the sole purpose of providing retirements benefits. Whether you wish to invest in shares, property or other assets SMSFs provide a platform for members to have control over where their money is being invested. You can adjust your investment portfolio to adapt to market conditions, personal circumstances or even changes in legislation.
  • Consolidation - A SMSF currently allows up to four members to combine their superannuation assets. Consolidating super fund accounts allows for a larger fund balance which may increase investment opportunities. Consolidating SMSFs may reduce your personal costs to administer your retirement funds as SMSF split the costs amongst all members.
  • Tax Benefits – Carefully considered strategies can help SMSF members grow their retirement portfolio. A SMSF allows greater control of assets and investment opportunities which may assist in managing your tax position.
  • ATO Trustee Declaration Form
  • SMSF Trust Deed
  • Minutes Documents
  • Compliance Letter
  • Membership Applications
  • 24/7 Registration
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from $150

Documents included with the SMSF Package

  • SMSF Trust Deed
  • Bank Kit
  • Minutes of meeting
  • Compliance Letter
  • Trustee Declaration
  • Consent to act as Trustee
  • Membership applications
  • Member Benefit Accounts
  • Fund Ledgers
  • Complimentary template documents
How much does it cost to establish a SMSF?
The SMSF package starts from $150. Includes all super fund documents and complimentary templates ready to be downloaded in PDF format. We offer an optional printing service that will provide you with a tabbed leather feel burgundy folder that has all your documents printed and your trust deeds professionally bound.
How long does it take to establish a SMSF?
The order form for a super fund usually takes about 5 minutes to complete. Once your order completes, the PDF copy of the documents will be available in minutes. We will send you an email confirmation that everything is ready. If you require the full trust register, this will be carefully prepared and sent out within 1 business day and delivered using our secure couriers.
What information do you need to establish a SMSF?
Our complete SMSF checklist can be downloaded here.
Should I seek legal advice?
The summary displayed on this page is for information purposes only. Summary for SMSFs should be considered general in nature, and should not be a substitute for professional legal advice. You must always seek your own independent legal, financial and accounting advice about your unique situation.
Quality Documents

We provide high quality documentation which is carefully drafted by our in-house lawyers. Other firms provide out of the box solutions for all clients, here at Abbots we provide tailored documents based your needs. We invest time in ensuring all documents are current and compliant.

Premium Service

We provide a premium service. We understand that each client has individual requirements and as such we tailor our service to ensure you are creating your documents in a timely and accurate manner. We pride ourselves on going the extra mile to ensure our clients are satisfied.

Instant Documentation

Our innovative platform allows for your documents to be created within minutes. Our easy online ordering system allows all your procedures to be stored indefinitely for you to download when you require.

Cost-effective

For over three decades Abbots has remained the most competitive provider of legal documentation. We constantly review our costs and ensure that our clients are not paying more than they have too.

Innovative

We provide integrations with our partners which makes ordering easier. Integration with BGL allows company file data to be exported into your software from the minute your company was incorporated.

Easy online ordering

We provide an easy ordering process that ensures our clients can efficiently place orders. Clients can also submit handwritten orders. All forms are easily accessible under our resources tab.

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