Your fund set up is FREE, if you order your End of Year Administration at the time of setting up your SMSF.

Following conditions apply for this offer:

• Set up your SMSF from our Set up kit for FREE
• Order your End of Year Administration service (EOY Administration). Cost of base EOY Administration is $790 (including GST). Please refer to our pricing on EOY Administration Service or contact us for details.
• Pay half of your base EOY Administration fee ($395) at the time of ordering your Set up kit. Pay the balance when you send documents for your EOY Administration work.

We will provide you a comprehensive SMSF Set up Kit with simple and clear instructions to follow. The kit will include a trust deed that is specifically tailored to your requirements. Additional steps are required to satisfy regulations and to commence the fund's operations.

For details on the contents of your SMSF Set up Kit, see below.

To order your SMSF Set up Kit, contact us.

Your SMSF Set up Kit includes -

• A checklist of all the steps you need to take to complete the fund set up.
• Your trust deed document, including a PDS, tailored to your needs. You or your nominated person(s) will sign it to commence the super fund.
• Trustee Declarations, Statement of Consent to Appointment as Trustee, Employer Sponsorship (where applicable) and Application to become a Member of the fund.
• SuperHelp's "Guidelines for preparing Investment Strategy for SMSF", along with a sample Investment Strategy document. These will help you create a strategy document appropriate for your own situation. You should contact a financial planner if you consider appropriate.
• Guides to inform you about the duties and responsibilities of a super fund trustee.
• Proforma Minutes that you can use for recording your minutes.
• CD with a copy of your trust deed, our "Guidelines for preparing Investment Strategy for SMSF" and Proforma Minutes.
• A binder for you to file all of the above.