If you are using a screen reader here is some more information about this page. The right hand column, which comes first, contains information about the terms of services provided, contact information, and some links to articles on this site. The main column which comes next, offers stock documents for your smsf or advice on your documents or advice about superannuation law. Finally a footer contains links to other parts of the site. Please let me know if any aspect of accessibility could be improved.

SMSF setup: complete packs

Custodian trust setup packs

Change trustee to corporate

SMSF Excel spreadsheets

QROPS 55+:
new SMSF setup packs

Convert SMSF to a QROPS 55+

Set-up packs to establish your SMSF or a custodian trust.
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Up to date, plain English, lawyer-written, set-up packs and documents for your SMSF: trust deeds; corporate trustee constitutions; bare trust; all packs include all documents required with clear and comprehensive step-by-step guides and support.
Available for immediate download.  Buy now

SMSF trust deed updates and changes.
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Changing from individual trustees to a corporate trustee? Click here. Checking or updating your trust deed, or making other changes to your fund? You can contact me for an initial view and a quote. Click "more" to see how this works.

Advice on superannuation law.
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Advice on SMSF law. What you can and cannot do with your fund. Fund compliance. Bespoke document drafting. Preparation of applications for ATO private rulings. This type of work is usually a 7-14 day turnaround once fully instructed.
And .. Excel spreadsheets to create your own auditable accounts
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Jeremy Gordon is an Australian barrister who accepts instructions directly from the public. Barristers owe their clients a professional duty of care. Work is carried out under the Bar's rules and code of conduct.
Solicitors, accountants and financial advisers!
Advice on both Australian and UK law:
Jeremy Gordon, a barrister in both jurisdictions.
Work is covered by professional indemnity insurance to a limit of $3m; above that, liability is limited by a Scheme approved under the Professional Standards Act 2004. View the disclosures and terms which apply.

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