Deed Establishment Service

Establishment of SMSF Service

Request the setup of a Self Managed Superannuation Fund.

The information we need to commence the process is set out on the attached SMSF Establishment Request Form.

Please fill in all details required and return the form to us. We will then prepare the Trust Deed and other documents for the signature of all trustees.

Download our Request Form (pdf version)
Apply Online.

Establishment of a Discretionary Trust Service

Request the setup of a Discretionary Trust.

The information we need to commence the process is set out on the attached Discretionary Trust Establishment Request Form.

Please fill in all details required and return the form to us. We will then prepare the Trust Deed and other documents for the signature of all trustees.

Download our Request Form (pdf version)
Apply Online.

Establishment of a Fixed / Unit Trust Service

Request the setup of a Fixed / Unit Trust.

The information we need to commence the process is set out on the attached Unit Trust Establishment Request Form.

Please fill in all details required and return the form to us. We will then prepare the Trust Deed and other documents for the signature of all trustees.

Download our Request Form (pdf version)
Apply Online.

If you also need to incorporate a Company to become Trustee of any of the above structures, please go to our Company Incorporation Service.