Fund establishment and registration including creation of ABN and TFN, trust deed, member applications, trustee declarations and relevant minutes.
Creation of special purpose corporate trustee company and compilation of company documents, including constitution, minutes and resolutions.
Review and check all paperwork has been correctly signed and dated.
Electronic copies of all documents to be sent to key stakeholders such as bank managers, mort-gage brokers or auditors.
Facilitation with opening a SMSF bank account.
Facilitation of partial or full rollovers.