- When Printing is ordered for a Binder presentation, the Binder includes Tabs for filing the printed documents
- The documents are placed on top of the Binder Tabs with an Instruction Sheet to allow ease of signing before filing
- Once the documents have been signed they can be filed under the Binder Tabs
- The following is a guide on where to file each document
| Document Name | Tab |
|
Trustee Resolution |
Minutes |
| Declaration and Consent by Trustee of the Fund | Trust Deeds, Correspondence |
| Application for Membership | Register of Members |
| Trustee Declaration | Trust Deeds, Correspondence |
| SMSF Establishment Deed | Trust Deeds, Correspondence |