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

Discretionary Trust Deed

Price:

$ 137.50

This document package will establish a discretionary trust deed, which has been updated from the Bamford case.

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-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