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A self managed super fund (SMSF) is established for the sole purpose of providing benefits to the members of the fund in retirement. An SMSF needs a Trustee, that can be either be the members of the fund as individuals or a corporate trustee controlled by the members, that makes investment decisions and implements the strategy of the fund, for the benefit of the members.

An SMSF is highly regulated and often requires the assistance of SMSF specialsts to ensure ongoing compliance. A Patricia Holdings SMSF Deed is drafted by a Trust Law specialist and is drafted to comply with the current legislation to ensure the fund is established properly.

What is included?

  • A4 binder (white or grey)
  • 1 bound copy of trust
  • 1 hole punched copy of trust
  • Dividers
  • Instruction sheet
  • Notes for the assistance of the Trustee
  • Product Disclosure Statement
  • Suggested Investment Strategy
  • Binding Death Benefit Nomination form

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PDF email Delivery

Service Courier delivery

Prices included GST

For email delivery orders ordered online, the Trust Deed and related documentation will be emailed to you within 15 minutes of placing your order. If you have ordered an SMSF and Trustee company package, we need to register the company before establishing the Trust which means delivery may take up to 90 minutes for both the company register and the Trust deed.

We are able to deliver our full service couriered product to the Sydney metropolitan area within about 5 hours of receiving an order. Orders received before 12 midday are usually delivered the same day. Documents being sent to Brisbane and Melbourne will be sent by courier or express post and are often delivered the next day (orders must be received by 1pm for delivery the next day) and within a couple of days to Perth and regional areas.

Duty Stamping of Trust Deeds

Superannuation Trust Deeds do not require stamping.

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