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Self Managed Superannuation Fund Establishment

The Bartier Perry Private Client services team prepares a range of standard documents for Private Clients and their advisers on a regular basis.

You can complete the form below and pay instantly, or download the PDF here and email it back to our team at privatedocs@bartier.com.au

We will then prepare the documents and will endeavour to provide them to you within 48 hours of receiving your order.

Whilst we will rely on the instructions contained in your instruction sheet when preparing the documents, we will inform you if we identify any obvious irregularities. Our point of difference is to ensure we don’t carelessly churn out documents without querying instructions when it is appropriate to do so. Self-Managed Superannuation Fund Establishment deeds are charged at a cost of $770 including GST.

If you require assistance, please contact us on 02 8281 7800.


Self Managed Superannuation Fund Establishment Form


Initial Sum

(This will be the first contribution into the fund. We recommend it be something nominal, like $10).

Trustee details

Member/Trustee One details

Member/Trustee Two details

Member/Director Details

Member/Director Two details

Member/Director Three details

Member/Director Four details

Member/Trustee Three details

Member/Trustee Four details

Postal address for Documents*

Attention (instructions provided by):*

(Who should the receipt and cover letter for the documents be addressed to?)

Bartier Perry fees are $770 GST inclusive.

**Please do not refresh the page on Submit and wait while we process your payment