Set up your SMSF Establishment with Special Purpose Corporate Trustee online in minutes

Why do I need an SMSF Establishment with Special Purpose Corporate Trustee?

Setting up an SMSF with a special purpose corporate trustee offers greater flexibility, simpler administration and long-term benefits compared to individual trustees. A corporate trustee makes it easier to manage changes in membership, meet compliance requirements and keep fund assets clearly separated. Special purpose companies are also eligible for reduced ASIC fees, making this structure a popular choice for SMSF trustees looking for efficiency and control. 

Establish your SMSF with ease

Set up your SMSF and special purpose corporate trustee in one simple process. With step-by-step guidance, you’ll receive the key documents to get your fund started – supporting a smooth setup and helping you align with regulatory requirements from the beginning. 

Other popular documents



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SMSF Deed of Establishment

An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

Digital: $160 Inc GST
Slimline: $203 Inc GST
Binder: $260 Inc GST


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Investment Strategy

An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives.

 

Digital: $99 inc GST
Slimline: $142 inc GST
Binder: $199 inc GST


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Annual Pension Payment/Minutes

A formal record confirming the trustee’s decision to commence or manage a pension within an SMSF.

 

Digital: $110 Inc GST
Slimline: $153 Inc GST
Binder: $210 Inc GST


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Binding Death Benefit Nomination (BDBN)

A BDBN allows members of a SMSF, to formally direct the trustee on how their super benefits will be distributed when they pass away.

Digital: $99 Inc GST
Slimline: $142 Inc GST
Binder: $199 Inc GST


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SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

Designed for clients transferring their UK pensions into an SMSF, this deed streamlines the process, reducing time and costs.

Digital: $868 Inc GST
Slimline: $942 Inc GST
Binder: $978 Inc GST

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SMSF Deed of Variation

A SMSF Deed of Variation is used to update or replace your fund’s existing trust deed.

Digital:                       $160 Inc GST
Slimline:                    $203 Inc GST
Binder:                      $260 Inc GST

 

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SMSF Holding Trust

An SMSF Holding Trust is required when an SMSF uses a Limited Recourse Borrowing Arrangement (LRBA) to purchase an asset, such as property.

Digital:                       $440 Inc GST
Slimline:                    $483 Inc GST
Binder:                      $540 Inc GST

 

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SMSF Establishment with Special Purpose Corporate Trustee

Setting up an SMSF with a special purpose corporate trustee offers greater flexibility, simpler administration and long-term benefits compared to individual trustees.

Digital:                       $868 Inc GST
Slimline:                    $942 Inc GST
Binder:                      $978 Inc GST

NowInfinity Documentation Suite Benefits

  • Complete suite of SMSF setup documents

  • Quickly and easily set up bank accounts, ABN and TFNs

  • Order Pay As You Go documents with no lock in contracts

  • eSignatures and SMS reminders included at no additional cost

  • Legally reviewed documents for peace of mind

  • Customise documents with your branding

All Self Managed Super Fund Documents (SMSF)

  • SMSF Deed of Establishment

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST

    An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

  • Investment Strategy

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
  • SMSF Establishment with Special Purpose Corporate Trustee

    • Digital:$868 Inc GST
    • Slimline:$942 Inc GST
    • Binder:$978 Inc GST
  • SMSF Holding Trust

    • Digital:$440 Inc GST
    • Slimline:$483 Inc GST
    • Binder:$540 Inc GST
  • SMSF Deed of variation

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST
  • Change of Trustee

    • Digital:$220 inc GST
    • Slimline:$263 inc GST
    • Binder:$320 INC gst
  • Trustee Consent and Member Application

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
  • Binding Death Benefit Nomination

    • Digital:$99 Inc GST
    • Slimline:$142 Inc GST
    • Binder:$199 Inc GST
  • Annual Pension Payment/Minutes

    • Digital:$110 Inc GST
    • Slimline:$153 Inc GST
    • Binder:$210 Inc GST
  • SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

    • Digital:$868 Inc GST
    • Slimline:$942 Inc GST
    • Binder:$978 Inc GST

Frequently Asked Questions

Can I automate trust document management with the Trust Register?

Yes, the Trust Register automates the creation, updating, and tracking of trust documents as part of NowInfinity’s integrated platform, such as trust resolutions, appointments of trustees, and unit transfers. This saves time, reduces errors, and ensures compliance with regulations. 

Does the Trust Register integrate with other software?

Yes, the Trust Register integrates seamlessly with other NowInfinity solutions, such as Corporate Messenger and Documentation Suite, as well as trusted third-party platforms, enabling a smooth workflow across your practice.  

What are the advantages of a cloud-based trust management software?

A cloud-based trust entity management system offers several advantages over traditional manual processes. Ease of use: A centralised cloud-based register provides efficient maintenance of trust records, eliminating the need to re-enter data or maintain separate spreadsheets. Trust Register also streamlines the ordering of related documents. 

What is NowInfinity’s Trust Register?

Trust Register is a powerful, cloud-based solution designed to streamline trust management. It allows trustees, accountants, and administrators to manage trust details, generate compliant documents, and access a centralised, real-time record of all trust-related activities. 

Trust Register supports compliance with ASIC obligations by providing a system for managing annual returns with integrated electronic signing functionality for a seamless workflow. 

What is trust administration software?

Trust administration software, such as Class’ NowInfinity Trust Register, simplifies the management of trusts by centralising all trust-related documents and processes in one cloud-based location. It automates routine tasks like creating and updating trust documents, ensuring compliance, and tracking changes over time.  

What training or support is available for the Trust Register?

We offer comprehensive training and support, including: 

  • On-demand e-learning courses to help you navigate the platform. 
  • Webinars on best practices and advanced features. 
  • In-app guidance for step-by-step assistance. 
  • A dedicated support team available via phone or email. 

Additionally, we provide an ASIC training course covering the roles and responsibilities of registered agents. 

What types of trusts can I manage using the Trust Register?

The Trust Register supports a range of trust types, including discretionary trusts, unit trusts, hybrid trusts, and testamentary trusts. 

Why automate trust document management?

Automating trust document management optimises trust entity administration by reducing the time and energy required to routinely check and update documents. An automated trust document management system also minimises the risk of human error and tracks all changes to the trust, allowing for comprehensive audits in the future. 

Why choose a cloud-based trust management solution?

A cloud-based platform like Trust Register ensures secure, real-time access to trust information and documentation from any location. It eliminates the need for spreadsheets or manual filing, reduces errors, and allows seamless collaboration between trustees, accountants, and administrators. 

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.