Monday, February 10, 2014

Set up an SMSF and register the SMSF corporate trustee in one simple step

Belinda Thalakada, Customer Support

Set up an SMSF and register the SMSF corporate trustee in one simple step
In December 2013 , Cleardocs released its first combination package - SMSF setup + register Corporate Trustee. This new product comprises all the documents you would otherwise receive by separately completing a company registration and then, SMSF setup through Cleardocs.

What are the benefits of the Cleardocs bundled package?
As a result of us combining the company registration and SMSF setup products, you save time by now completing one online form instead of two.   This means you don’t need to enter the same information twice (i.e. member/director details, trustee information etc.).  It also means you only need to make one payment for the Cleardocs fee for both your company and SMSF set up, and you can purchase printing for both packages in one order (for a cost of $76).

What documents are included in the package?
Your document package includes a full set of documents for your SMSF set up and Company Registration:

Superannuation Trust (SMSF)
    • the SMSF Trust Deed - the Deed is customised to reflect the SMSF has a corporate trustee;
    • a Product Disclosure Statement summarising the features of the SMSF;
    • Consents for the directors of the trustees;
    • Minutes to set up the SMSF and set its investment strategy;
    • applications, beneficiary notices and TFN notices for the SMSF members;
    • ATO trustee declaration form; and
    • an Establishment Kit explaining what to do next.    
Company Registration
    • Certificate of Registration - which shows the ACN (Australian Company Number), the date of registration, and the registered company name; the company's Constitution - the Constitution is customised to reflect that the company is the trustee of a superannuation fund;
    • Consent to act as Director;
    • Consent to act as Secretary;
    • Application for shares;
    • Minutes of a meeting of directors;
    • Share Certificates;
    • Consent to act as Public Officer;
    • Notice of appointment of Public Officer; and
    • an Establishment Kit explaining what to do next.
All master documents are written in plain language and are signed-off by our lawyers at Maddocks.

10% off introductory offer extended to Friday, 28 February 2014.
Cleardocs are celebrating the release of this product by automatically providing a 10% discount off the Cleardocs fee of all SMSF setup + register Corporate Trustee orders paid on or before Friday 28 February, 2014. This discount means the total cost of the package is $691.50 instead of the usual cost of $719.00. 

Login to your Cleardocs account now to start saving.

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