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Super Fund Establishment

Adviser Price:   Instant Download $234   |   Topdocs Full Service $374

Retail Price:      Instant Download $275   |   Topdocs Full Service $440

Dealer Groups, SMSF Administrators and Resellers: - Call us on 1300 659 242 for special pricing

Order your Document Information Sheets

  Order Online Now

 SMSF Establishment Order Form

  Topdocs SMSF Establishment Package Contents

  Why use a Corporate Trustee for your SMSF?

  Topdocs SMSF Deed Update Service

  Why Topdocs SMSF Trust Deeds

  SMSF Deeds Qs and As


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

Instant Download Orders

If you order a SMSF Establishment with Individual Trustees (or with an existing Corporate Trustee) you can instantly download the documents after payment as usual.

If you order a SMSF Establishment with a new Corporate Trustee you will receive the Certificate of Registration, Constitution, and other Company and SMSF Establishment documents all emailed generally within minutes. 

Full Service Orders

If you order your documents as Full Service, we will professional print, bind, and express post your documents to you. 

Download your SMSF Establishment Instantly

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

Register for Free or Login above.

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.

Company Registration as SMSF Corporate Trustee

Topdocs provides both Standard Company Registrations and Sole Purpose SMSF Trustee Company Registrations.

We provide you with all the documents you need to set up an Australian company and to register it with ASIC online. You will receive the Certificate of Registration, Constitution, and other documents emailed generally within 10-20 minutes at any time of the day or night.

The Topdocs Constitution has been expertly drafted and is continually reviewed to ensure maximum flexibility & effectiveness.  All relevant constitutions, consents, minutes, applications and certificates are included in your order, and if you order your documents as Full Service, your documents will be bound with a professional leather look Company Register.

Instructions on how to execute the documents, open a bank account for the Company and register the Company with the ATO are also included.  You also have the option of ordering a Company Seal.

Topdocs “Sole Purpose SMSF Trustee” Companies

Some suppliers of Sole Purpose SMSF Trustee Companies try to convince you that you require different control mechanisms in your SMSF Trustee Company constitution than those provided for in a well drafted 'standard constitution'.

Topdocs’ view, as well as that of most legal and accounting practitioners, is that a well planned SMSF establishment and properly considered shareholdings of a well constructed 'standard' constitution will achieve the vast majority of desired outcomes.  Specific tailoring of the SMSF Trust Deed and Company constitution should only be undertaken where dictated by specific circumstances.

For this reason, Topdocs has drafted our Company constitution to contain all of the provisions required to act as a sole-purpose SMSF Trustee, while still allowing the flexibility to act as a 'standard' Company.

How does the Topdocs Constitution operate?

  • At any time that the Company is not acting solely as the trustee of a SMSF, the constitution will operate as a ‘standard constitution’ and all shares will carry the respective rights to dividend payments, the ability to vote, and the ability to receive income and property from the Company upon winding up.
  • During any period in which the Company acts solely as the trustee of a regulated superannuation fund within the meaning of Section 19 of the Superannuation Industry (Supervision) Act 1993 (Cth), then, notwithstanding any other provisions of the Constitution, no shares in the Company carry a right to a dividend, and the members are prohibited from receiving any of its income or property upon winding up of the company unless permitted by the Corporations Act 2001, SISA or other regulations.
  • This ensures that during periods where the Company is acting solely as a SMSF Trustee, it will be eligible for the reduced ASIC levy relating to Sole Purpose SMSF Companies.