Complete SMSF Solution

Starting, running and administering a Self Managed Superannuation (SMSF or DIY Fund) requires the services of a team of interdisciplinary professionals.

At Forty Seven Legal, we are uniquely placed via our relationship with Forty Seven Accounting and Forty Seven Financial Planning, to provide all the services you need to successfully operate a SMSF under one roof.
Our Complete SMSF Solution sets us apart. Your dedicated team of professionals work with you to identify your own unique requirements and tailor a solution across our service disciplines.

We can help you with:

    Starting a SMSF including:

  • Preparing the SMSF trust deed;
  • Incorporating a special purpose trustee company;
  • Resolutions and meeting minute templates;
  • Succession planning, including binding death benefit nominations (BDBNs) and integration with your overall estate plan.

Ongoing Compliance Documentation:

  • Ongoing reviews and updates of your SMSF trust deed via our SMSF subscription service;
  • Commencing a pension;
  • Investment strategy templates.

Gearing in a SMSF:

  • Limited Recourse Borrowing Arrangements (borrowing to invest into your SMSF), including preparation of custodian trust deed and associated documentation;
  • Transfer of assets into an SMSF;
  • Strategic tax and structuring advice.