SMSF Legal Products Suite
Solicitor-drafted and reviewed self-managed superannuation fund legal instruments, replacement governing rules, member admissions, and LRBA property acquisitions.
Unlike generic form providers, every SMSF deed variation, trustee substitution, and LRBA bare trust package is prepared and reviewed under the supervision of Terence Wong, Principal Lawyer. All instruments incorporate latest judicial rulings and ATO interpretive decisions.
New SMSF Establishment Package
Comprehensive Self-Managed Super Fund establishment package with market-leading governing rules.
- Solicitor-Drafted SMSF Trust Deed & Governing Rules
- Product Disclosure Statement (PDS)
- Member Applications & Consents
- Trustee Declarations (NAT 7107)
- SMSF Investment Strategy Template
- Minutes of Initial Trustee Meeting
SMSF Complete Deed of Variation / Update
Full update of legacy super fund rules to ensure compliance with latest super reforms, Transfer Balance Cap, and LRBA rules.
- Complete Replacement SMSF Deed of Variation
- Trustee Minutes and Member Consents
- Deed History Chain Review and Schedule
New Bare Trust Establishment (for SMSF LRBA)
Holding/Bare Trust setup for Limited Recourse Borrowing Arrangements under Section 67A of SISA 1993.
- Bare / Custodian Trust Deed
- Bare Trustee Direction Notices (*SBXB v Commissioner* Compliant)
- Trustee Minutes & Property Acquisition Schedules
- Holding Trust Investment Strategy
Lost SMSF Trust Deed Restructure & Confirmation
Specialist legal rectification when the original founding trust deed or an intermediate variation deed is lost or destroyed.
- Statutory Declarations of Lost Deed Search
- Deed of Confirmation and Replacement Governing Rules
- Legal Opinion Letter by Terence Wong, Principal Lawyer
- Trustee Resolutions and Asset Re-establishment Minutes