Trust Deed Contents

DIY Super Funds are established by a trust deed. The structure of the Super fund will determine the contents of the trust deed. Purpose of the trust deed of a DIY Super Fund is as follows:

to define the rights of members to benefits and their other rights;
to define the powers, rights and obligations of trustees;
to provide provisions for the administration of the plan such as accounts;
to specify the procedures for the termination and/or winding up of the fund
to make provision for contributions to be made to the fund;
to ensure that the fund complies with the relevant legislation; and
specify when benefits are payable to members.

When you purchase a DIY Super Fund from us, we will deliver a package to you, which will include the following:

Executive Folder
3 copies of a high quality trust deed (Including three bound copies)
Performa Investment Strategy
Meeting for formation of Superannuation Fund
Notice of Election of Trustee
Beneficiary Nomination Form Binding or Non - Binding
Guide on how to apply for Tax File Number, ABN & Complying status and how to roll over your current super funds in your DIY Super Funds bank account.
Bank Pack to assist opening a bank account of your DIY Super Fund.