We will set up your fund by registering it with the ATO and get the ABN and TFN for the Fund.

  1. Trust Deed
  2. Minutes of Meetings
  3. Investment Strategy
  4. Trustee Declaration
  5. Consent to act as Trustee and Member Application

For examples of these pages, see our downloads section.


Superannuation Warehouse will perform all the annual tasks necessary to keep your Fund compliant.  These functions consist of:

  • Annual Financial Accounts preparation
  • Tax return preparation
  • Tax return lodgment
  • Minutes preparation
  • Arranging for the audit

Have Questions?
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