SMSF Deed of Establishment package

Create your SMSF Deed of Establishment online in minutes

Why do I need a SMSF Deed of Establishment?

A SMSF Deed of Establishment is essential as it sets up the foundation for your Self-Managed Super Fund, outlining the rules and structure that comply with Australian superannuation laws. Without it, your SMSF cannot be legally established or operate effectively.

Quick and easy online SMSF Deed of Establishment set up

Set up your SMSF Deed of Establishment quickly and effortlessly with a streamlined process designed to save you time. You’ll have a legally compliant deed ready in just a few simple steps.

SMSF Deed of Establishment

A SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

Digital:$160 Inc GST
Slimline:$203 Inc GST
Binder:$260 Inc GST

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NowInfinity Documentation Suite Benefits

Complete suite of SMSF setup documents
Quickly and easily set up bank accounts, ABN and TFNs
Order Pay As You Go documents with no lock in contracts
eSignatures and SMS reminders included at no additional cost
Legally backed documents for peace of mind
Customise documents with your branding

All Self Managed Super Fund Documents (SMSF)

SMSF Deed of Establishment
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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A SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.
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SMSF Deed of variation
- Digital:$160 Inc GST
- Slimline:$203 Inc GST
- Binder:$260 Inc GST
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By executing this SMSF Deed of Variation, the Fund adopts a new set of governing rules.
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Change of Trustee
- Digital:$220 inc GST
- Slimline:$263 inc GST
- Binder:$320 INC gst
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The Deed of Change of Trustee takes the approach of retiring or removing all existing trustees (including any that intend to continue as Trustee) and then appointing new trustees (including those wishing to continue).
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Trustee Consent and Member Application
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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As part of the process for adding a new member to a SMSF, this document serves as notification that the incoming Trustee/Director has consented to act as a Trustee/Director of the Corporate Trustee and now applies for membership of the Fund. This does not replace a Deed of Change of Trustee (which is a separate service).
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Investment Strategy
- Digital:$99 inc GST
- Slimline:$142 inc GST
- Binder:$199 inc GST
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The Trustee of a SMSF bears the responsibility of managing the investments of the Fund – accordingly, they must formulate, implement and regularly review its Investment Strategy.
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All pricing is GST inclusive
All pricing is ASIC fee inclusive

*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details

Frequently Asked Questions

What is a Self-Managed Super Fund (SMSF)?

An SMSF is a private superannuation fund that you manage yourself, giving you control over how your retirement savings are invested. Unlike traditional funds, the members of an SMSF are usually its trustees, responsible for making decisions and ensuring compliance with superannuation laws.

Who can set up an SMSF?

Anyone can set up an SMSF as long as they meet the eligibility requirements, such as being over 18 and not being disqualified due to legal restrictions. All trustees or directors of a corporate trustee must also agree to comply with superannuation laws.

How long does it take to set up an SMSF Deed of Establishment?

With our streamlined process, setting up your SMSF Deed of Establishment can take as little as a few minutes, depending on how quickly you provide the necessary details.

What does a Deed of Establishment do for an SMSF?

The Deed of Establishment is a foundational legal document that officially creates your SMSF. It sets out the fund’s rules, structure, and trustee responsibilities, ensuring your SMSF operates in compliance with Australian laws.

Can I make changes to my deed later?

Yes, your SMSF Deed can be amended to reflect changes in laws or your personal circumstances. It’s important to ensure any updates are done properly to maintain compliance.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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Set up a SMSF with ease

Pay As You Go with no lock in contracts

Create your SMSF Deed of Establishment online in minutes

Why do I need a SMSF Deed of Establishment?