SuperGuide

Superannuation and retirement planning information

Member discounts

Introducing a new benefit of your SuperGuide membership, where we arrange discounts to complementary services provided by carefully selected partners.

See all member discounts

Special offer for SuperGuide members

10% discount on Cleardocs SMSF, Estate Planning, Family Trust and Company documents.

  • Established in 2002, Cleardocs provides Australian legal documents online.
  • With more than 190 current and compliant Company, SMSF, Family Trust, HR and Estate Planning legal documents to over 100,000 users, our easy to use question interface ensures the document creation process is simple, fast and cost effective.
  • Cleardocs has been working with the top 20 Australian law firm (Maddocks) since 2002, ensuring all our documents are up to date with legislative and case law changes.
  • The Cleardocs service includes free, local support, a legal helpline and they are owned by Thomson Reuters, the world’s leading source of intelligent information for businesses and professionals.

SMSF documents

Whether you wish to register a corporate trustee or make a trustee changes to your SMSF deed, Cleardocs’ compliant SMSF documents allows you to choose various options for the deed and fund set up.

Whoever you are – accountant, financial planner, legal practitioner, private business, or individual – Cleardocs comprehensive range of superannuation documents (including SMSF borrowing) and user friendly interface guide you through the SMSF set-up process online.

Some of the SMSF documents available include:

  • ABN Registration – SMSF
  • SMSF Set Up + Register Corporate Trustee
  • Superannuation Trust (SMSF)
  • Change SMSF Trustee (Cleardocs deed)
  • Change SMSF Trustee (Death of a trustee)
  • SMSF Change of Trustee
  • SMSF Minutes and resolutions package
  • SMSF Wind Up
  • Update to SMSF
  • SMSF Borrowing (bank) and register Corporate Trustee
  • Amendment to SMSF Borrowing
  • SMSF Borrowing (bank)
  • SMSF Borrowing (related party)
  • SMSF Investment Strategy for 12 Months Unlimited Use
  • SMSF Investment Strategy
  • Actuarial Certificate
  • Death Benefit Agreement
  • Death Benefit Nomination
  • SMSF Pension Commutation
  • SMSF Pension Pack
  • SMSF Statement of Advice
  • SMSF Statement of Advice + SMSF set up Bundle
  • SMSF Statement of Advice + SMSF Corporate Trustee set up Bundle
  • SMSF Trustee Bundle
Find out more

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