Sample documents
Sample documents
Download samples of our Legal documents here.
Company documents
When you order a company you will receive a kit containing the following documents:
(Click the links below to download the document samples)| Document pack | Sample Pty Ltd.pdf |
| Constitution document | Constitution for Sample Pty Ltd.pdf |
| Bank kit | Bank kit for Sample Pty Ltd.pdf |
| ASIC form 201.pdf | ASIC form 201.pdf |
Trust Documents
| Discretionary trust (Individual) | Discretionary_deed_individual_trustees.pdf |
| Discretionary trust (Corporate) | Discretionary_deed_corporate_trustee.pdf |
| Unit trust (Individual) | Unit_trust_individual.pdf |
| Unit trust (Corporate) | Unit_trust_corporate.pdf |
| Hybrid trust (Individual) | hybrid_individual.pdf |
| Hybrid trust (Corporate) | hybrid_corporate.pdf |
Superannuation documents (Individual Trustee)
When you order a superannuation fund (Individual trustee) you will receive a kit
containing the following documents:
| SMSF Individual trustee document pack | SMSF-Individual-Trustee.pdf |
| Trust deed - Individual trustee doc pack | Trust-Deed-Individual.pdf |
| Guide to Superannuation | GuideToSuperannuation.pdf |
| Trustee and TFN declaration | TrusteeDecAndTFNdec.pdf |
Superannuation documents (Corporate Trustee)
When you order a superannuation fund (Corporate Trustee) you will receive a kit
containing the following documents:
| SMSF Individual trustee document pack | SMSF-Corporate-Trustee.pdf |
| Trust deed - Corporate trustee document pack | Trust-Deed-Corporate.pdf |
| Guide to Superannuation | GuideToSuperannuation.pdf |
| Trustee and TFN declaration | TrusteeDecAndTFNdec.pdf |
Nomination of beneficiary (SMSF)
| Nomination of beneficiary document | NominationOfBeneficiary.pdf |
Amend an SMSF trust deed
| Amend an SMSF trust deed |
Documents establishing a pension for an SMSF - either TRIS or Account Based
| TRIS – Individual Trustees | TransitionToRetirementIncome-IndividualTrustees.pdf |
| TRIS – Individual Trustees | Account-Based-Pension-Individual-Trustees.pdf |
Change of trustees for an SMSF
| Change of trustee for an SMSF |
Set up a bare trust
| Bare trust | Bare-Trust.pdf |
