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Choose one of any of the below SMSF documents for free every month.
- SMSF Establishment/New SMSF
- Trust Deed Upgrade
- Death Benefit Nomination
- Pension Commencement
- Partial Commutation – Cash/In-specie
- Rollback of Pension
- Lump Sum – Cash/In-specie/Death Benefit
- Work Test Minutes
- Met Condition of Release
- Downsizer Contributions
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When signing up for free documents, one document per month is free of charge. If you wish to purchase more documents or more than one of the same, these can be ordered at PAYG pricing, or a paid subscription membership package can be purchased. No customisation nor integrations are available with the above free document offer.