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.

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 download the relevant form and email completed form to super@tagfinancial.com.au:

Deed Forms

• Deed Establishment Order Form
• Deed Update Order Form

Our fees:

• Deed Establishments (excluding establishments of a trustee company) – $390 plus GST (3-5 working days turnaround)
   
• Deed Establishments (including establishments of a trustee company) – $1,390 plus GST (3-5 working days turnaround)
   
• Deed Update – $390 plus GST (5-7 working days 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:

Email: super@tagfinancial.com.au