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Fund Establishment & Amendments

The TAG Financial Services trust deed is known for its quality, provisions and flexibility. It incorporates SIS legislation and regulations, spouse contributions, binding nomination beneficiary forms, excess benefits and reserves, family law, super splitting, provisions for SMSF borrowing and account based pensions.

Our trust deed also includes:

We do not deal directly with your clients. You (as the accountant) are our client.

To order your SMSF Deed documents:

Click on the Deed Establishment Order Form to download and complete all relevant fields in BLOCK LETTERS

Click on the Deed Update Order Form to download and complete all relevant fields in BLOCK LETTERS

Our fees:

We offer discounts for bulk amendments. Please contact us on 03 9886 0800 for prices.

Additional Information:

Please provide any additional information, copy of the original trust deed and any amendments to:

Mail: PO Box 125, Darling, 3145
Fax: 03 9886 0844

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A Self Managed Super Fund (SMSF) can help you focus on having the funds to maintain a good lifestyle in retirement. When you set up a SMSF you become the trustee of your SMSF. You can have the fund’s technical aspects handled by qualified experts but you are still the ultimate boss!  Yes, you are […]