Get your SMSF set up with all the necessary paperwork in order, and compliant with Australian regulations, the easy way.
Once you’ve decided that a SMSF is right for you, Green Frog Super offers a comprehensive, hassle-free set up service. Our experience and association with leading deed providers ensures that your fund will be set up professionally, with all the necessary paperwork attended to and in order.
There are different prices depending on whether you decide to have a corporate trustee or individual trustees. View our schedule of SMSF Set Up fees
If you haven’t yet decided whether to have a corporate or individual trustee, find out more about the two options.
Your fund’s establishment documentation includes the following:
- Deed of Establishment
- Trustee and Member Consent Declarations
- Trustee Declarations
- Member Applications
- Product Disclosure Statement
- Trustee Minutes for the various aspects of establishing the fund
- Bank Pack to assist with the opening of the fund’s bank account
An Investment Strategy template is provided that you can use to document your investment strategy.
We apply for the ABN and TFN for the fund.
We apply for an ESA (electronic service address) which is needed for a roll-in to the fund.
Assistance with rollover documentation and pension commencement can be provided if needed.
If a corporate trustee is chosen, the following additional services and documentation are supplied:
ASIC Certificate
- Constitution
- Director’s Minutes
- Application for Shares
- Share Certificate
- Director’s Consent
- Secretary’s Consent
- Registers
About our Deeds
We use the services of Now Infinity for the deeds and company incorporation. Their documentation is continually updated in line with changes to laws, regulatory and court rulings.
Questions about your SMSF or our services?
Simply email us at support@greenfrogsuper.com.au with any of your questions. We’ll be happy to hear from you.
LINKS TO OUR APPLICATION FORMS
