Document Pack – PDF Version or Binder Version

The price depends on whether you chose to receive an online PDF copy of the documents or you would prefer a hard copy. See below:

PDF Version You will receive PDF copies of each document via email together with instructions on how to execute them. It is our aim to have this to you within 24 hours of receipt of your payment. The documentation will include the:

  • Trust Deed
  • Product Disclosure Statement
  • ATO Trustee Declarations
  • Establishment Minutes, Consents and Resolutions
  • Bank Account Pack
  • Investment Strategy Template

 

Where a Corporate Trustee has been selected, the attachment will also include the:

  • ASIC Certificate
  • Company Constitution
  • Company Minutes

 

Binder Version You will receive the PDF Version along with a posted document binder containing the printed documents and a bound copy of the Trust Deed. Where a Company has been established, the binder will also include a bound copy of the Constitution. You will be supplied with a reply-paid envelope to return just the extracted pages to sign, enabling the binder to be retained in your possession for safe-keeping.

 

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