Product Information
What documents are included in the Cleardocs package?
Your document package includes a full set of documents for your SMSF and Corporate Trustee:
Superannuation Trust (SMSF)
- the SMSF Trust Deed - the Deed is customised to reflect whether the SMSF has an individual or corporate
trustee;
- a Product Disclosure Statement (PDS);
- Certificate of Compliance for roll-over of member benefits, sometimes called the Rollover application
letter;
- generic investment strategy (a specific investment strategy can be created using the SMSF Investment
Strategy product).
- Consents for the Trustees, or directors of the corporate Trustee;
- Minutes to set up the SMSF and set its investment strategy;
- Applications, beneficiary notices and TFN notices for the SMSF members;
- ATO trustee declaration form;
- Written confirmation of ABN registration (optional extra) received direct from the Australian Business
Register; and
Company Registration
- Certificate of Registration - which shows the ACN (Australian Company Number), the date of registration, and
the registered company name
- Written confirmation of ABN registration (optional extra) received direct from the Australian Business
Register
- the company's Constitution
- Consent to act as Director
- Consent to act as Secretary
- Application for shares
- Minutes of a meeting of directors
- Share Certificates
- Consent to act as Public Officer
- Notice of appointment of Public Officer
Plus
- ABN, TFN & GST registration for the trust
- Reserves minute template
- Establishment Kit explaining what to do next.
What information do you need to set up your SMSF Trustee Bundle?
You can download checklists associated with the Cleardocs documents:
Company may ONLY be the trustee of a superannuation fund
This product will register a company which is set up only to be the trustee of a superannuation fund - it is not
allowed to do anything else. If you wish for the company to be able to do other things, you should use the Company Registration document package.
General Information for your Superannuation Trust (SMSF)
You can read about setting up an SMSF Trust through
Cleardocs on the Superannuation Trust (SMSF) product page.
General Information for your Company Registration
You can read about registering a proprietary limited
company through Cleardocs on the Company Registration product page.
Apply for a Cash Management Account
When using Cleardocs to set up an SMSF on behalf of your client, you can start an application for a cash
management account (CMA) with Macquarie
Bank or NAB. To start an application, you order a Superannuation Trust (SMSF) document package and then
on the interface, answer "Yes" to the question: "Do you want to start an application for a cash management
account (CMA)?"
The Cleardocs system then:
- uses the information you entered on the interface to partially complete your client's CMA application; and
- submits the application to Macquarie electronically (if relevant); or
- provides you with instructions on how to lodge your NAB application (if relevant).
- The relevant bank will then contact you directly about your application.
Seek legal advice
The SMSF Trustee Bundle information here should be considered general in nature, and in no way interpreted as
legal advice. You must always seek your own independent legal, accounting and financial advice about your
particular situation. The summary on this page is for information purposes only.
25 minutes
Optional printing, binding and delivery
The master documents are written in plain language and are signed-off by our lawyers at Maddocks.
