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SMSF Documentation that lasts beyond your lifetime

As your document agent, we can control the effectiveness of the documentation around your SMSF. Our many years of experience in SMSF allows us to help you maintain compliance and avoid complex outcomes. What we do know is that inferior documentation can have impacts well into the future. This is why our documentation service considers events beyond just your lifetime.

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Our Trust Deed has been designed to not requires constant upgrades but allows you to include special provisions including the ability to omit specific people from ever being a member of your fund.

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If you have made the decision to move your superannuation into an SMSF, we can assist you with the SMSF Set Up.

Avoiding complex and costly outcomes

Written and issued by our partner Trusted Legal Solutions, our document service includes:

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SMSF Establishment

Corporate Trustee Establishment 

LRBA Establishments

Death Benefit Deeds

Non-Binding Death Benefit Nominations

Pension Documents

Trust Deed upgrades

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Passing your SMSF on to future generations

Mum and Dad

Founders of Trustee Company and SMSF

Did you know that an SMSF can live forever? You may be able to pass on capital losses to your children. This is only possible if the documents are established, updated, and stored correctly. Don't miss out on a lifetime of opportunities because of poor documentation.

Adult Children

The Next Generation

Continue the family SMSF in perpetuity and take advantage of strategies that stretch over multiple generations.

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Want to get better engaged with your SMSF?

Visit Best Practice SMSF

Copyright LIfetime SMSF Pty Ltd | Privacy | Website by Matt Heighway

The information contained in this website is purely factual in nature and does not take account of your personal objectives, situation, or needs. The information is objectively ascertainable and, therefore, does not constitute financial product advice. It is not intended to be financial product advice, legal advice, or tax advice and should not be relied upon as such. It is provided for the use of a Self-Managed Superannuation Fund Trustee or a person who has already made the decision to establish a Self-Managed Superannuation Fund only. In no circumstances, is it to be used by a person for the purposes of making a decision about establishing a Self- Managed Superannuation Fund. Lifetime SMSF Pty Ltd is not licensed to provide financial product advice under the Corporations Act 2001. If you require personal advice you should consult an appropriately licensed or authorised financial adviser. Liability limited by a Scheme approved under the Professional Standards Legislation.

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Lifetime SMSF Pty Ltd is a Registered Tax Agent obligated to abide by the Tax Practitioner’s Board (TPB) Code of Professional Conduct and other taxation laws.

 

We draw your attention to the Information for Client Factsheet https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf  prepared by the Tax Practitioner’s Board (TPB) setting out how to search the TPB’s Register of Tax Agents and how to make a complaint to the TPB about a tax agent service.

 

The Client Factsheet may also assist you to understand your obligations as a taxpayer and our obligations to you as your Tax Agent.

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