There are 5 documents we need and these are:

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

We’ll contact your previous accountant and request copies of these documents. If they don’t have them, we’ll ask you for copies. If you don’t have them either, you can download copies, sign them and send copies to us. We prefer scanned copies, but if it’s more convenient for you to post them via courier, you can do that as well. You can download these documents and other useful SMSF documentation from the DOWNLOADS page. If you send us a paper copy, we will scan, save it on our system, and post the paper copy back to you.