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A Self Managed Superannuation Fund package from Cleardocs, allows you to order all the documents you need to set up a Self Managed Superannuation Fund (known as an SMSF). You can choose whether the trustee is to be a corporation or the individual members, and various other options for the deed and fund set up.

What does the SMSF document package include?

The SMSF document package includes:

• A Product Disclosure Statement in plain language — this summarises the features of the Self Managed Superannuation Fund you can order through Cleardocs
• Consents for the trustees, or directors of the trustee
• Minutes to set up the SMSF and to set its investment strategy
• Applications, beneficiary notices, and TFN notices for the SMSF members
• ATO trustee declaration form
• The SMSF trust deed.
• An Establishment Kit setting out what to do next.

A quality SMSF deed

Our lawyers at the top-20 national law firm, Maddocks, constantly maintain the Cleardocs SMSF deed and the question interface, to make sure they are up-to-date with current legislation. We often publish those changes in the monthly ClearLaw bulletin which you can view here.

What information do you need to order an SMSF from Cleardocs?

You can download our checklist of the information required to order an SMSF here.

One-click update: store your SMSF deed(s) electronically with Cleardocs and keep them up-to-date with the law automatically for $99

With the legislation around Self Managed Superannuation Funds changing so rapidly, the Cleardocs document creation, storage, and $99 update package combine to offer a totally unique solution to the problem of keeping SMSF deeds up-to-date in Australia.

Once your SMSF deeds are created or updated through Cleardocs, we aim to keep you informed via email as soon as legislative or other changes require us to make amendments to our master documents. With that information, you can then decide whether to update the SMSF deed. You may need legal, financial, or other advice about whether to update. We cannot give you that advice.

If you decide to update the deed, you can do so quickly, efficiently and very cost-effectively by downloading a new, complying version of the SMSF deed from Cleardocs for $99.

This SMSF deed update system is one of the primary reasons that Cleardocs is now used by many of Australia's largest, specialist Self Managed Superannuation Fund administrators and providers. Read more about our 'Preferred supplier' credentials here .

Quick and simple

The whole process takes about 5-10 minutes depending on the number of members. Once you've answered the questions on the Cleardocs system and paid you can download the documents.

Frequently Asked Legal Questions for SMSF

• What are the conditions of a SMSF according to the SIS Act?
• Can fund members be non-Australian residents?
• Can a member be under a "legal disability" and still be a member?
• Can a member be less than 18 years old?
• Can I have a corporate trustee and a member who is not 18 years of age?
• What are the conditions of single member SMSF funds according to the SIS?
• If the trustee is a company, then is it automatically the Principal Employer or Employer Sponsor?
• What happens if the nominee of a Death Benefit Nomination dies?
• What happens if the nominee of a Death Benefit Nomination dies at the same time (say, in a car accident) as the nominator?
• What happens if all the trustees (directors of the trustee) die at the same time (say, in a car crash)?
• Does the SMSF have to apply for an ABN?
• Auditing a Self—Managed Super Fund in 2009 and checking:
• What does an SMSF trustee(s) need to do if a member or one of the beneficiaries changes their name due to marriage?
• How do I change the name of an SMSF?
• If a self managed superannuation fund (SMSF) member dies and they have a reversionary pension and a death benefit agreement or nomination, which takes priority?