From $280.50 (inc GST)
A Self Managed Super Fund
(SMSF) can be established with individual or corporate trustees. Flexible
payout options incorporating lump sum and pension payments can be provided. All
superannuation funds come with a suggested investment strategy and a Product
Disclosure Statement.
Optional printing, binding and delivery
- $44.00 (inc. GST)
Patricia Holdings offers an online,
email version of your Superannuation Fund for only $280.50 (inc GST). If you would like your documents printed,
bound and delivered it is an extra $44.00 (ie $324.50).
What is included in the Superannuation
Fund Package?
-
A4 binder
-
2 bound copies of trust
-
1 hole punched copy of trust
-
Dividers
-
Instruction sheet
-
Application for A.B.N. with instructions
-
Notes for the assistance of the Trustee
-
Product Disclosure Statement
-
Suggested Investment Strategy
-
Binding Death Benefit Nomination form
How long does it take to establish a
Superannuation Fund?
For email delivery
companies, the Trust Deed and related documentation will be emailed to you
within 2 hours.
If you have selected
to have your documentation printed, bound and couriered, documents will be
delivered within 4 working hours for Sydney CBD and lower north shore areas,
and will be sent by overnight courier for next day delivery to all other areas
in Australia (order must be received by 4pm for delivery the next day).
Questions or further information
If you have any
questions or require further information:
-
Please
call us on 1800 226 735
-
Email
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How to Order
Register a Superannuation Fund (SMSF) Now
Download Order Form
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