Super Fund Establishment

Download your SMSF Establishment Instantly

Download your SMSF Establishment instantly by ordering via the Topdocs My Document Portal.  

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The Topdocs SMSF Trust Deed

Topdocs provides you with an industry leading SMSF Trust Deed that has a long standing pedigree.

Regularly reviewed by a panel of Accountants, Financial Planners, Dealer Groups and Lawyers, the Topdocs Trust Deed is both flexible and current, and includes all provisions presently allowable under the Superannuation legislation including SMSF Borrowing and Account Based Pensions. 

Drafted closely to the SIS Legislation and Regulations, the Topdocs Trust Deed automatically incorporates minor legislative amendments, ensuring your Deeds stay current for longer.

To download a full list of the key features, click on the brochure in the Information Sheet section above.

Simple Ordering - order your Trustee Company at the same time

Order your Super Fund establishment via the Topdocs Document Portal and instantly download your fully tailored, comprehensive establishment package.  Read more about the Topdocs My Document Portal.

When you order an SMSF Establishment, you have the added option of ordering a Corporate Trustee at the same time, using the one form. You also have the option for us to register an ABN and TFN for the Fund. Simply select the additional services you wish to order with your SMSF Establishment when you start your order, and all of the required questions to complete your documents will be shown.

Read How it works for more information.
Search the ASIC database for your proposed Corporate Trustee Company name

Topdocs SMSF Deed Update system

The Topdocs SMSF Deed Update system provides a powerful solution for keeping your trust deeds up to date. Gone are the days of completing order forms and collating deeds whenever legislation changes, using the Topdocs SMSF Deed Update system you have the flexibility to choose if you want a deed updated automatically each year or updated whenever you want.

Annual updates or update on demand – your choice

Unique to Topdocs, our SMSF Deed Update system lets you choose how you would like to keep your trust deeds up-to-date. Using the system, you can either update a fund whenever you want (on demand) or elect to receive annual updates for your Governing Rules each year (Annual Deed Updates). Either way, you have complete control over how each of your Funds are updated.

Benefits of the Topdocs SMF Deed Updates system

• Your Deeds will always be up to date and compliant
• Receive annual deed updates or update your deeds on demand – it’s your choice
• No more order forms when legislation changes
• All of your Topdocs Super Funds are stored in a single location
• Easy to use conversion tools to update your existing Deed to Topdocs