Fund Establishment and Amendments

The TAG Financial Services trust deed is known for its quality, provisions and flexibility. It incorporates SIS legislation and regulations, spouse contributions, binding nomination beneficiary forms, excess benefits and reserves, family law, super splitting, provisions for SMSF borrowing and account based pensions.TAG Fund Establishment

Our trust deed also includes:

  • Duplicate copies of the amended deed
  • Minutes
  • Notice to members
  • Binding death benefit notices
  • Electronic version of the Deed.

We do not deal directly with your clients. You (as the accountant) are our client.

To order your SMSF Deed documents:

Click on the Deed Establishment Order Form to download and complete all relevant fields in BLOCK LETTERS

Click on the Deed Update Order Form to download and complete all relevant fields in BLOCK LETTERS

Our fees:

  • Establishment – $390 plus GST (3 working day turnaround)
  • Amendment – $350 plus GST (15 working day turnaround)

We offer discounts for bulk amendments. Please contact us on 03 9886 0800 for prices.

Additional Information:

Please provide any additional information, copy of the original trust deed and any amendments to:

Mail: PO Box 125, Darling, 3145
Fax: 03 9886 0844