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Australia's Best Value SMSF Solution
InvestorOne is fast becoming the preferred provider of SMSF Deeds to Accounting, Law and Financial Planning Practitioners
New SMSF Package
Our deed contains all the essential requirements and leaves out the pages that others use to fill the binder. This avoids repetition and the need for repeated updates. It also means our deed is easy to read.
Just 15 pages and doesn't mention old taxable pensions, employers-sponsors and repeat law that shouldn't be in any deed. Best of all it comes complete with:
- Investment Strategies Kit - 5 customisable documents required by s52(f)
- SMSF Wills - Two non-lapsing SMSF Wills that mean death benefits go where it makes sense.
- Transition To Retirement Kit - Guide, Checklist, PDS and all supporting documentation
- Account Based Pension Kit
- Pension Rollback Kit - Turn "Off" your pension, add pensions and simplify administration
- Reserving Kit
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SMSF Update Package
Many deeds in the market just don't cut it. InvestorOne reviewed a number of Deeds common to SMSF's. It demonstrates that a large number of SMSF's are out of date, contain old law and fail to satisfy basic requirements that should be in the Governing Rules. InvestorOne have developed the industry solution to fix out of date and poor quality SMSF deeds.
Recent changes to SIS following new law and the Cooper Review make this an ideal time to bring your clients affairs up to date. InvestorOne offer tools to assist your firm to do this with pro-forma letters and an option to revenue-share to cover your overheads associated with SMSF updates.
Update using our simple spreadsheet method. InvestorOne supply each Update with a new SMSF binder containing durable labelled tabs with a Deed of variation plus replacement Deed, Copies plus access to every kit.
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