SMSF Setup Documents $345

With the purchase of Setup of the Self Managed Superannuation Fund, SuperEasy® provides all the documentation necessary for the establishment of the complying fund, according to the legislative requirements.

SMSF Establishment includes following documents:

  • Trust Deed - electronic and paper copy (CLICK HERE to see the Trust Deed's major clauses......),
  • Check List - the check list contains all steps involved in establishing a new Self Managed Superannuation Fund,
  • The ATO form "Application for ABN registration for superannuation entities". Please note, once the form is lodged and processed by the ATO, a Tax File Number (TFN) and the Australian Business Number (ABN) and Notice to relevant authority to become a Regulated Superannuation Fund are issued for the fund,
  • The ATO instructions "ABN registration for superannuation entities",
  • Alternatively, the link to the ABR website for filling out the Application to register your fund for ABN and TFN on line,
  • The ATO booklet "Role and responsibilities of trustees",
  • The ATO "SMSF Key Messages for Trustees",
  • The ATO "Trustee Declaration",
  • Product Disclosure Statement (PDS) (this document is supplied on request),
  • Generic Investment Strategy legislative requirements,
  • Binding Death Benefit Beneficiary Nomination Fact Sheet,
  • Sample Binding Death Benefit Beneficiary Nomination Form,
  • Tax Invoice Statement confirming your payment details.

Please note: We don't charge for any of the documents published by the Australian Taxation Office. ATO documents are provided free of charge by the ATO. Fund Establishment with SuperEasy® does not include: registration of ABN and TFN for the fund, rollovers or opening of SMSF related accounts. You should speak to a licensed financial advisor before proceeding with any investment including the suitability of a SMSF!

Before embarking on an SMSF you should also visit the ASIC's MoneySmart website and the ATO website as the ATO regulates SMSFs and provides useful information about the obligations and duties of trustees in managing an SMSF. You need to know that managing your own superannuation is a major commitment that can be expensive and involve significant time and effort. SMSFs are not for everyone. You should consider your personal circumstances carefully before deciding to establish an SMSF.

The Australian Taxation Office also provides free online courses for SMSF trustees:

When you appoint SuperEasy® for the fund establishment SuperEasy® will not condition you to open any account on your behalf nor will receive any commission from any of your service providers. Our income is generated from your fees. This excludes our mortgage broking business.

To find out more about SMSF types or if you are ready to appoint SuperEasy® for your service provider for the SMSF Setup, please click start application button:

    SMSF Setup Application

Alternatively, you can download a form from the list below, by clicking on the form you want to download, or you can request these forms by sending us an email to

Downloadable List of SMSF Setup Application Forms:

Adobe Acrobat Format (PDF)

Technical Difficulties in Receiving Electronic Versions of Documents Some of our clients have a problem receiving electronic copies of our documents (attachments) sent via email, due to restrictive option settings on their email messaging software.

To receive our attachments, please follow the steps:

  • Open Microsoft Outlook Express,
  • Select "Tools",
  • Select "Options",
  • Click on "Security",
  • Under "Virus Protection" de-select the option: "Do not allow attachments to be saved or opened that could potentially be a virus".

If this option is selected your computer is unable to display (receive) any attachment files (a file sent enclosed in an email). As soon as you reset the security option, you will see our attachments previously received by your computer. Once you have received our files you can select that option again for an extra virus protection of your computer (if you do not use any other email virus protection program).

Adobe Reader Some documents we send to our clients are in Adobe Acrobat format (PDF). You will need to have Adobe Acrobat Reader to open these documents. If you don't have Adobe Acrobat Reader, you can download it for free, by clicking on the right link/image:

Please note: SuperEasy® web site is customized for Microsoft Internet Explorer, version 5 or above, with the Internet Options "Security" and "Privacy" adjusted to "medium" level setting. Some SuperEasy® applications will not work with "Security" and "Privacy" Internet Options set to "high" and/or a firewall "Security" options set to "high". Also, if you use any other Internet browser, you might experience difficulties in accessing some SuperEasy® web pages. If you experience problems with our application forms, and use Microsoft Internet Explorer browser, please check your browser's Internet Options by selecting "Tools" and then "Internet Options". From here select and check your "Security" and "Privacy" settings and amend the settings to "medium".

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