DOCUMENT SERVICES
SMSF documents, without the engagement.
One-off SMSF documents for trustees, advisers and accountants who need the work, not the engagement. No annual administration required to commission. Fixed-fee, technically reviewed, and returned ready to execute.
WHO THIS IS FOR
Anyone who needs a specific SMSF document.
Document services are an à la carte engagement: you commission the document you need, we prepare it, you execute. No annual administration engagement required. No ongoing relationship implied.
Typical commissioners:
Trustees handling administration in-house who need a particular document prepared correctly, typically a pension establishment, a contribution split, a reversionary nomination, or paperwork around a member’s death.
Accountants and advisers who administer SMSFs but don’t keep an in-house specialist deed and resolution library. We prepare the document on a one-off basis. Your client relationship stays yours.
Funds we don’t administer. If we handle your annual administration, the equivalent documents are typically already in scope of that engagement. This service exists for situations where someone else does the administration but a specific document needs preparing.
Document services are documentation preparation. They don’t include personal advice on whether to start a pension, make a contribution, restructure a fund, or take any other action. That’s an advice question. Speak to a licensed financial adviser before deciding what document to commission.
FOUR CATEGORIES
Pick the pack that fits.
01
Establishments
Trust deeds, member applications, PDS, trustee declarations. Corporate trustee setup. Investment strategy frameworks. ROPS registration.
02
Amendments
Deed upgrades and minor amendments. Trustee changes (individual to corporate, director changes). Change of fund name.
03
Dealing with death
Death benefit pensions and lump sums. Pension reversion acknowledgement. Change of trustee on death. Membership change documentation.
04
Benefits & contributions
Pension establishment, consolidation, commutation. Contribution splitting and deferred allocation. Lump-sum payments. Reversionary changes. TTR transition.
HOW IT WORKS
What the process looks like.
STEP 1
You complete the request form
Fund details, member details, the specific document or pack you need.
STEP 2
We review and prepare
We check the deed against the request, prepare the documentation, and run the technical review.
STEP 3
You receive ready-to-execute documents
Delivered electronically. Bundled formats available where the document set is large or hard-copy execution is preferred.
STEP 4
You execute
You sign, retain, and lodge where applicable. We’re available for execution-related questions during a defined post-delivery window.
Typical turnaround: 3–5 working days from a complete request, faster on simpler items.
WHAT’S NOT INCLUDED
Where document services end.
Personal financial product advice. Whether to start a pension, make a contribution, change beneficiary nominations, or take any other strategy decision is an advice question. We don’t answer that. We prepare the documentation that records a decision the trustee has already made on advice.
Annual administration. Document services are one-off engagements. If you’d like the fund administered annually (financial statements, member benefit statements, ATO lodgement, audit coordination), that’s our SMSF Administration & Compliance engagement.
Tax positions on novel transactions. Where a document records a transaction with non-trivial tax consequences (in-specie transfers, related-party dealings, NALI-adjacent arrangements), we may decline to prepare the documents until a tax position has been formed by the fund’s tax adviser. We’ll flag this at the point of request.
Legal drafting beyond standard templates. Bespoke deeds, novel trust amendments outside our deed library, and specialised legal documents are referred to a specialist SMSF lawyer. We’ll prepare the surrounding administration documents in conjunction.
Need a specific document?
Tell us what you need and we’ll quote the document pack on request. Most are fixed-fee, GST-inclusive.
Request a document pack