About the Self Managed Superannuation Fund Deed

Fully compliant with 1 July 2007 Commonwealth legislation being the "Plan to Simplify and Streamline Superannuation"


What is a SMSF?

A SMSF is a Self Managed Superannuation Fund. This is a Superannuation Fund that you operate and run by yourself. A SMSF consists of 1 to 4 members. All of the members are trustees of the fund. Even though you run your SMSF yourself, you will need to have an Accountant and an Adviser to help you.

The Deed also allows for trust splitting with your spouse.

Why have a SMSF?

A SMSF is advantageous if you prefer to have complete control over your superannuation assets. You get to decide where and when you invest the assets of your fund (within legislative constraints). A SMSF gives you the flexibility to structure your retirement funds to suit your personal circumstances.

Does this SMSF come with a Product Disclosure Statement?

Yes. At no additional cost this SMSF comes with a Product Disclosure Statement.

What do I get?
To find out what‘s in the kit start building your document. Read the hint called "What do I get from LawCentral". That contains the entire list of documents produced.

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