A general guide to help you better understand how your new fund will operate

These documents make up the constitution of your new fund

Each of the trustees or directors of the trustee company must sign a written consent to act

The form you need to register the fund with the Australian Taxation Office

A guide to the first meeting of the trustees

A sample product disclosure statement that the fund must issue to prospective members before they join

The application form for prospective members to fill out to become members of the fund

This form allows the member to provide their TFN to the trustee to use for superannuation purposes

Every fund needs a formal investment strategy. Here's a sample for your assistance.

Here are the rules to help the trustee meet it's obligations in choosing permitted investments

The fund must issue an annual report to its members. Here is a sample for your assistance.

The fund must issue a benefit statement to its members annually. Here is a sample for your assistance.

A checklist of the things the fund must do at financial year's end

A checklist of the matters to be considered to help the compliance audit go smoothly

You can keep trustee's minutes in this part of the folder.

You can keep the funds key documents in this part of the folder.

You can keep correspondence between the fund and the ATO in this part of the folder

You can keep copies of the fund's financial statements in this part of the folder

You can keep records of the fund's dealings with each of its members in this part of the folder

Here is a computer disk with pdf versions of the documents provided in the Kit.