JOINT DOCUMENT

SMSF Establishment Deed & Corporate Trustee

SMSF DOCUMENTS

Establishment Deed
Trust Deed Update
Change of Trustee
SMSF Borrowing (Bare Trust)
Binding Death Benefit Nomination
Add Member to Corporate SMSF

TRUSTS

Discretionary Trust Deed
Unit Trust

ESTATE PLANNING

Appointment of Enduring Guardianship
Advanced Health Care Directive
Enduring Power of Attorney

COMPANIES

Company Establishment
Special Purpose Company

PENSION DOCUMENTS

Account Based Pension
Transition to Retirement Pension

Legal Partners

BMR is proud to be associated with one of Australia’s leading Superannuation Legal firms, Sladen Legal.

Sladen Legal is a Melbourne based law firm with an emphasis on private enterprise. It has a pioneering approach to legal services that is unique. Sladen Legal is fierce in representing its clients, commanding in its approach to business and resolute in its commitment to achieving results. Across fifteen service areas, Sladen Legal offer clients across Australia the highest standard of knowledge, experience and dedication. It is committed to understanding the structure and complexities of every client and providing them with personalised service and a targeted approach to meeting their business needs.

Daniel Smedley - Daniel is a Chartered Tax Advisor with The Tax Institute and the principal author of the annual Trust Structures Guide, promoted by The Tax Institute as “the leading resource for anyone advising on trusts, structuring and planning issues”. Daniel is a regular presenter at State and National industry conventions, conferences and workshops.

Phil Broderick - Phil is a Charted Tax Advisor and heads the Sladen Legal superannuation team. He is member of a number of superannuation related committees, including for The Tax Institute, SISFA and ASFA. He is regular author and presenter on superannuation, trust and estate planning topics.

Rob Jeremiah - Rob is Chartered Tax Adviser and is accredited by the Law Institute of Victoria, as a specialist in both tax law and business law. He is also a member of the Law Institute of Victoria’s Tax Law Specialisation Committee, a Director and member of the Technical Committee of the SISFA, and a member of the ATO Superannuation Industry Relationship Network (SIRN). Rob regularly presents on tax, superannuation, estate and succession planning and asset protection.

Each of the specialist SMSF and trust documents available in the DeedMaker* system have been drafted by Sladen Legal to ensure the latest developments in SMSF and trust law.

These documents are reviewed regularly and updated as required to reflect changes in legislation as the need arises.

The BMR Corporate Solutions system is the most efficient system currently available and saves our firm hours when setting up a new entity. The integrations are very useful and makes our setup time lightning fast, allowing us to serve our clients better knowing that the documents we use are top quality

-Steven, Keystone Wealth

The quality of the documentation and efficiency of the BMR system allows me to dramatically reduce my setup time for new clients, as well as streamline my on boarding processes. The simple manner in which the system has been designed, along with the rapid delivery of ordered documents leaves our firm satisfied each time

-Mark, Adviser Assist