SMSF Package

Overview

Patricia Holdings offers a Self-Managed Super Fund package which provides full registration of a standard proprietary company including all necessary register documents to remain compliant with Corporations Law and a comprehensive Self Managed Superannuation Fund Trust Deed at a discounted price.

The package includes:

Corporate Trustee

While the Trustee of an SMSF can be an individual(s), it is Patricia Holdings' recommendation that the Trustee be a company. Who can be the Trustee of an SMSF is outlined in Superannuation Legislation. With a Corporate Trustee, all Members of the Fund (who are eligible persons i.e. are over 18 and of sound mind) are to be Directors of the Company. There is a legal separation between individuals in their capacity as Directors of the company and their capacity as Members of the SMSF. ASIC offers a discounted annual review fee for companies who exist only to act as the Trustee of a Self Managed Super Fund. This means the company cannot trade and this should be outlined in its Constitution. Patricia Holdings offers registration of both a standard proprietary limited company and a superannuation trustee company.

What is included in the company documents?

• ASIC Certificate of Registration
• A complete and tailored suite of documents completing your company register, including:
  • All necessary resolutions, applications, consents and registers
  • Share certificates
  • Copy of the ASIC Form 201
  • Letter to the ATO re appointment of Public Officer
  • Company Constitution
  • Allotment Journal
  • A helpful instruction letter

Superannuation Trust Deed

A self managed super fund (SMSF) is established for the sole purpose of providing benefits to the members of the fund in retirement. An SMSF needs a Trustee, that can be either be the members of the fund as individuals, or a corporate trustee controlled by the members, that makes investment decisions and implements the strategy of the fund, for the benefit of the members.

An SMSF is highly regulated and often requires the assistance of SMSF specialists to ensure ongoing compliance. A Patricia Holdings SMSF Deed is drafted by a Trust Law specialist and complies with the current legislation to ensure the fund is established properly.

What's included in the SMSF documents?

• A4 binder (white or grey)
• 1 bound copy of the deed
• 1 hole punched copy of the deed
• Dividers
• A helpful instruction letter
• Notes for the assistance of the Trustee
• Suggested Investment Strategy
• Binding Death Benefit Nomination form
• Consents to Act as Trustee
• Applications for Membership
• Request to open Bank Account
• Directors Resolutions consenting to act as Trustee