This is the more detailed version of the Investment Strategy for the self managed superannuation fund, showing basic principles and time-frames governing investment decisions by the Trustee(s), and based on the idea that the current strategy can only be decided after clear analysis of past performance and likely prospects. (S-30154)
Trust Deed establishing a self-managed superannuation fund in the State of Tasmania. This is a single member SMSF to be registered with the ATO. One person fund with no corporate trustee. Suits a single professional, such as an accountant, a lawyer, a medical practitioner, a finance consultant, brokers, estate agents, architects, even taxi drivers. Anyone who is self-employed, who wants to lose some of their earnings to a super fund and prepare for their future.
Consent to Act As Trustee of an SMSF. (S-38571)
Trust Deed establishing a self-managed superannuation fund in the State of Queensland. This is a multi member SMSF (two, three, or four members) to be registered with the ATO. Up to four person fund (not single-member) with no corporate trustee. Suits a family business such as a husband and a wife who are of similar age and with similar retirement plans, or brothers or sisters in a partnership or a discretionary (family) trust, etc. Any group who work together, self-employed, who want to lose some of their earnings to a super fund and prepare for their future.
A letter to the employee's paymaster making arrangements for employer contributions into the SMSF Superannuation Fund. (S-55259)
Trust Deed establishing a self-managed superannuation fund in the State of Tasmania. This is a multi member SMSF (two, three, or four members) to be registered with the ATO. Up to four person fund (not single-member) with no corporate trustee. Suits a family business such as a husband and a wife who are of similar age and with similar retirement plans, or brothers or sisters in a partnership or a discretionary (family) trust, etc. Any group who work together, self-employed, who want to lose some of their earnings to a super fund and prepare for their future.
A report prepared by the independent auditor to accompany the annual financial statements for a self managed superannuation fund (SMSF). (S-58494)
Trust Deed establishing a self-managed superannuation fund in the State/Territory of NSW, Vic., SA, WA, NT, ACT. This is a single member SMSF to be registered with the ATO. One person fund (not multi person fund) with no corporate trustee. Suits a single professional, such as an accountant, a lawyer, a medical practitioner, a finance consultant, a broker, a real estate agent, an architect, even a taxi driver. Anyone who is self-employed, who wants to lose some of their earnings to a super fund and prepare for their future.
A letter from the Trustee to the Member's existing super fund requesting funds to be transferred to the new Self Managed Superannuation Fund (SMSF). It contains the relevant statutory declaration by the Member. (S-70635)
The minutes of the first meeting of the trustees who execute the trust deed, vote in a chairman and locate their office and do some other routine things like set up a bank account. This one also accepts some applicant members. (S-79931)
