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• Self Managed Super Funds
  - Deeds
  - Strategy
  - Minutes

The Trustees of a SMSF must properly document all decisions made, and all actions taken by their SMSF. This includes documenting why any investments were made, any changes to the members within the Fund, and any changes to the advisor of the Fund.

In many cases this arduous process can be quite time-consuming, and as many SMSF trustees are highly successful business people, they do not have copious amounts of free time to devote to this task.

Yet, it has been this documenting that has been the focus of recent SMSF Audits by the ATO. In most cases, it is because of poor minutes and overall documentation that funds have been found to be in Breach of the regulations.
Do you want the Freedom to run your Fund but not be tied down with the arduous process of Book-Keeping?

As part of the package we use, a Trust Deed & Compliance Kit are provided, which includes a set of minutes. There are templates included in this kit for all of the actions an SMSF is likely to undertake, and in each case the Trustees need only fill in the required details (such as a new Members Personal Details). This can reduce the time required for you to administer your fund by many hours.