Self Managed Superannuation Funds | SMSF - Exelco

Self Managed Superannuation Funds

We have seen a proliferation of Self Managed Superannuation Funds (SMSF) as a result of recent legislation. This has now made Self Managed Superannuation Funds a popular choice for various reasons:

- the superannuation laws have recognised and defined Self Managed Superannuation Funds for the first time
- they have now been made accessible to retirees
- they are multigenerational
- tax effective pension options have been provided
- estate planning options have become effective

xenoslawyers and exelco have monitored the legislative changes to superannuation fund, and at a time when industry superfunds are yielding negative returns, we understand the value of monitoring your own super.

This is why we have utilised our extensive knowledge and experience in superannuation to create a service in correlation with other Trust Deeds we prepare.

The Self Managed Superannuation Fund is one of four Registers we provide to our clients. The Self Managed Superannuation Fund is itemised below:

Self Managed Superannuation Funds (SMSF)

Contents of Trust Register:

• General Advice setting out basics in relation to operation of Fund, various relevant taxation rulings and containing explanatory notes as to reasons for inclusion of various relevant clauses.
• Request to establish Fund
• Declaration of Trust
• Minutes of Initial Meeting of Members/Trustees, with pro-forma templates to provide for recording of further Meetings
• Self Managed Superannuation Funds Deed in Duplicate, in plain English
• Register of Members/Trustees
• CD containing all Trust documents

Additional Services

• Delivery, upon request within 24 hours at no additional cost
• All documents prepared by lawyers and presented in user-friendly ring binder, to assist in the operation of the record keeping of the Trust.
• Continued on-line and telephone assistance at no additional cost
• Deeds of Variation of Self Managed Superannuation Funds, as may be required from time to time, prepared at no additional cost
• Continual updating of documentation to ensure legislative compliance
• Register delivered, at no additional cost, within 24 hours of Order

 

Cost $220.00 plus GST

The personal attention to your request by the team at xenoslawyers is structured in such a way, so as to ensure that all documents requested by our clients will be delivered at no additional cost, within 24 hours of the request being made.

• If a request for the preparation of Self Managed Superannuation Funds Deeds is received before 2.00pm, we will prepare the relevant deeds and deliver the documents on the day they have been ordered at no cost to our clients.
• Where a request is received after 2.00pm, we will prepare the relevant deeds and deliver the documents the next day.
• In the case of an urgent request for the preparation of documents, we will deliver the same day, at no extra cost.
• We will attend to stamping of all deeds for our clients at no additional cost.
• Our legal support services continue even after preparation of the relevant documents at no extra charge. The team at xenoslawyers is always available to answer your enquiries or attend to your requests, long after completion of your initial request.

Our documents are fully supported by the team at xenoslawyers for the life of the documents. That is, we provide a lifetime service warranty, which includes continuous updating to ensure that your legal documents continue to evolve and progress with legislative changes as may occur from time to time.