SMSF services
SMSF services.
A self-managed super fund gives you control and hands you the compliance obligations that go with it. CMK Legal prepares SMSF deeds, trustee companies, deed updates, bare trusts and borrowing amendments, drafted to the SIS Act and to the documents your auditor and lender will actually ask for.
Lawyer prepared
SMSF documents prepared by a lawyer with your auditor in mind.
Fast turnaround
Establishment packs and deed updates in one to two business days.
Fixed fee, quoted first
Fixed fee quoted first, including any trustee company costs.
Compliant documents
Drafted to the SIS Act and current ATO positions.
Our smsf services.
What our SMSF services team does.
We establish funds and sole-purpose trustee companies, update older deeds to current superannuation law, document trustee and membership changes, and prepare the bare trust and deed amendments required for a limited recourse borrowing arrangement.
We work alongside your accountant and adviser. They model the strategy; we make sure the deeds and structures let the fund do what the strategy assumes.
Two mistakes cost SMSF trustees the most: signing a property contract in the wrong name before the bare trust exists, and relying on a deed that does not permit what the fund is doing.
Why it pays to have this done properly.
Documents prepared by a lawyer
Every deed, constitution and resolution is drafted or reviewed by a commercial lawyer, not generated from a form.
Fixed fees, quoted first
You know the professional fee and the government charges before we start work.
Lodgements handled
ASIC, State Revenue Office and ATO lodgements are attended to as part of the engagement.
Is this you?.
- You are establishing an SMSF or converting to a corporate trustee
- The fund is buying property with borrowed money
- A member is joining, leaving or has died
- The auditor has queried whether your deed permits a transaction
If any of these sound familiar, a short conversation will tell you whether this is the right document, and what it costs, before you commit.
How it works.
- 01
Tell us what you need
Start online or call us. We take short instructions, names, roles, structure and timing, and confirm this is the right document for what you are actually trying to achieve.
- 02
We check the detail
We confirm eligibility, consents, existing documents and any tax or duty consequence before drafting, so nothing is discovered after lodgement.
- 03
We prepare and lodge
We draft the documents your matter requires, send it for signing with clear instructions on who signs what and when, and attend to any ASIC, State Revenue Office or ATO lodgement.
- 04
You get a complete file
You receive executed documents, registers and confirmations in a single organised pack, plus a short note on what to keep and what happens next.
Fees.
SMSF establishment packs, deed updates, bare trusts and borrowing amendments are all fixed fee. Trustee company registration and ASIC fees are itemised at cost.
FAQs
Frequently asked questions.
Still unsure? Call us on (03) 9008 7224 and speak to a lawyer, not a call centre.
Do you provide financial advice?
How fast can documents be issued?
Can the fund borrow to buy property?
Related services.
Ready to get started with smsf services?.
Start online or book a consultation with a CMK Legal commercial lawyer in Richmond, Melbourne.