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Self Managed Superannuation Funds - Only $340


Shelco now offers a new Self Managed Super Fund. The deed is customised for our clients. Shelco also is offering ongoing management services including establishment services, SMSF administrators, specialist audits, SMSF upgrades, actuarial certification for pension paying funds, investment strategy assistance, pension advice and compliance advice. It is a menu, allowing you to keep control of the elements you wish and outsource those you don't!

Many people are establishing self managed super funds as a means of maximising retirement benefits for themselves and their families.

Self managed super funds are a viable alternative for many Australians because:
  • Significant contributions are being made each year due to the the mandatory 9% employer contributions;
  • Self managed superannuation fund costs, as compared to their benefits and based on these increasing amounts, are becoming justified across the entire family. It is not uncommon to find family members fund balances totaling more than $100,000;
  • Possible negative returns by publicly offered super funds resulting from poor decisions by the fund managers; and
  • High fees charged by publicly offered superannuation funds.
Due to reducing costs and the ability to retain flexibility and control over investments, self employed people have adapted to self managed funds in large numbers. The perception that superannuation monies are locked away without any means of effective control until retirement has long been discarded by investors keen to own self managed funds.

Individuals on high incomes or with successful businesses, or retirees with large amounts currently invested in superannuation should all assess their current superannuation arrangements as they may be better off having the control and investment flexibilty offered by their own fund.

The provisions of the trust deed are drawn by our retained solicitors who give consideration to contemporary requirments and developments.

Click on the PDF icon below to download a Self Managed Superannuation Fund order form.
You Can Download the latest version of Acrobat Reader from the link below.


Order A Self Managed Super Fund And Receive

  • A 12 section folder to enable you to keep all the records and transactions of the self managed super fund's activities.
  • Three bound copies of the superannuation superannuation fund trust deed.
  • The necessary minutes.
  • Fully drafted member application forms ready for completion, and
  • All documentation to ensure that the fund complies from the date of establishment.

For the Professional Advisor

Attributes of the Superannuation Fund Trust Deed
  • The trust deed provisions are versatile, allowing a fund established under any trust deed to provide lump sum benefits, allocated pensions or operate as an Approved Deposit Fund (ADF).
  • Deeds include a deeming clause which is structured to avoid any future amendments to the deed to cope with future changes to SIS legislation.
  • Membership classes are of a variable number with the ability to receive SGC Contributions and to receive non-mandated employer contributions subject to a vesting schedule.
  • Qld Deeds will be stamped if returned to Shelco (to allow the possibility of acquiring real estate).
  • A full range of deeds are available:
    • Self employed lump sum fund;
    • Self employed pension fund;
    • Employer sponsored lump sum fund; and
    • Employer sponsored pension fund.
  • There is a comprehensive index setting out all the trustee's powers and duties.
  • The trust deed provisions fully incorporate current SIS legislation requirements, including specific provisions to pay benefits in accordance with Part 6 of the SIS regulations.