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Superannuation Trust (SMSF)

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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

Questions or further information

If you have questions:

  • about how to use Cleardocs, contact the Cleardocs helpline on 1300 307 343.
  • about legal issues, contact the Cleardocs helpline on 1300 307 343. If you need advice, we will arrange for you to speak with a lawyer at Maddocks. The firm provides a free legal helpline in relation to the documents Cleardocs provides. If you require other legal advice in relation to your particular circumstances, then this will be charged for.
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The legal information and commentary on this site is general only. Documents ordered through Cleardocs affect the user's legal rights and liabilities. To assess their suitability for the user, legal accounting and financial advice must be obtained.