SMSF Establishment Deed & Corporate Trustee
Establishment Deed
Trust Deed Update
Change of Trustee
SMSF Borrowing (Bare Trust)
Binding Death Benefit Nomination
Add Member to Corporate SMSF
Discretionary Trust Deed
Unit Trust
Appointment of Enduring Guardianship
Advanced Health Care Directive
Enduring Power of Attorney
Company Establishment
Special Purpose Company
Account Based Pension
Transition to Retirement Pension
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Following requests from our clients BMR is pleased to formally announce the introduction of a white label service, that allows firms and dealer groups to brand documents produced through the BMR system with their individual logos and colours. The white label service is hosted separately to the main BMR system through a completely new website not available to the general public.
In another major development, BMR is excited to announce a successful integration with Class Super, a leading supplier of SMSF Administration software. Upon completion of an SMSF establishment, users will be able to enter their Class Super user details into the system and transfer the new fund data directly into the Class Super system.
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
