Self Managed Super Fund (SMSF) Set Up Service

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 and whether you require PDF copies or hard copies.  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:

  • Three (3) copies of the original deed – to assist with safekeeping. Two are bound and one is loose for easy copying or scanning
  • Letter of Compliance
  • Trustee and Member Consent Declarations
  • Trustee Declarations
  • Member Applications
  • Binding and Non- Binding Death Nominations
  • 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 and ensure that it attains Regulated Fund Status.

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 (2 copies)
  • Director’s Minutes
  • Application for Shares
  • Share Certificate
  • Director’s Consent
  • Secretary’s Consent
  • Registers

 

About our Deeds

We use the services of SMSF Strategies for the deeds and company incorporation. Their documentation is continually updated in line with changes to laws, regulatory and court rulings.

To Download a sample of the latest Super Fund Deed or Company Constitution please click on a link below to view a sample:

If you’d like to see samples of the Deeds and information relating to the Borrowing Arrangement Documentation please refer to our SMSF Loan section.

Questions about your SMSF or our services?

Simply call on (02) 6607 1196 or 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