About the SMSF Establishment Trust Deed Product:
- Note! Once you have answered the questions in the linked questionnaire, please return to this Form to answer the questions below and SUBMIT the Form.
- This LightYear Self-Managed Super Fund (SMSF) Trust Deed is simple, easy to read and reflects all recent and current superannuation legislation and strategic changes.
- For those seeking to protect Bloodline wealth, The Leading Member SMSF Establishment Trust Deed is the preferred vehicle of choice.
General Information about Creating a Trust Deed:
- Because an SMSF is a Trust, creating and executing the Trust Deed will legally establish your fund. Once you've chosen your trustees, the next step is to create a trust deed. A Trust Deed is a legal document that sets out the rules and requirements of your SMSF, such as how it will be managed, who the trustees are, and how the fund will be run. It is the very law that governs your fund and that is why it is crucial that you not only understand it well but get it right and ensure that it complies with the SIS Act, 1993.
Why use the LightYear Docs SMSF Trust Deed?
- The LightYear Docs SMSF Trust Deed is the latest and best SMSF Trust Deed authored by Grant Abbott.
- It covers a multitude of modern strategies and SMSF Estate Planning.
- It works well with the special purpose company constitution and perfect to upgrade as a two-fold structure.
Benefits of a Lightyear Docs SMSF Deed:
- Easy to read and understand.
- Filled with fantastic strategies.
- Signed off by Abbott & Mourly.
- A legacy product dating 20 years or more.
- Newly authored and covers all recent legislation changes.
- Written by Australia’s foremost legal, technical, and strategic expert, Grant Abbott.
- Younger members can access older members’ imputation credits to ensure they are not lost.
Benefits of a Self-Managed Super Fund (SMSF) in Australia are:
- Borrowing.
- Tax strategies.
- Estate planning.
- Asset protection.
- More control over your investments.
- Can be used to acquire business assets.
- Tailor the fund to meet the needs of the members.
- Concessional tax rate of 15% for investment income.
- Flexibility to invest in assets you would not have been able to as an individual.
- Can benefit the users and their beneficiaries by building and transferring personal wealth over time.
All Lightyear Docs (LYD’s) documents are prepared and signed off by Abbott & Mourly Lawyers Melbourne-Sydney-Brisbane