Certifying an SMSF Trust Deed

When you are opening a bank account or a trading account for your SMSF, the bank or broker may ask you for certified documents. They will ask for a certified Deed extract. As your SMSF administrator, Superannuation Warehouse can certify your Deed and post it to you. Alternatively, you can have it certified by someone else (see below for a list of individuals qualified to certify documents).

The certi­fication statement should read as follows: “I have sighted the original document and certify this to be a true copy of the original.” On each of the photocopied pages the certi­fier must also include their full name and signature, the date and registration number (if any), and a reference to the qualification or occupation that entitles them to certify the documents.

The person who certifies the Deed must be either an Australian Citizen or a permanent resident of Australia.

Summary of individuals authorised to certify:

  • Chiropractor, dentist, medical practitioner, nurse,  physiotherapist, optometrist, pharmacist, psychologist, or veterinary surgeon
  • Legal practitioner, patent attorney, trademark attorney, or bailiff
  • Agent of the Australian Postal Corporation in charge of an of­fice that supplies postal services to the public
  • Australian consular officer or Australian diplomatic officer (within the meaning of the Consular Fees Act 1955), in Australia or overseas
  • Commissioner for Affidavits or Commissioner for Declarations
  • Finance company officer with two or more years of continuous service
  • Judge, Justice of the Peace, Clerk of a court, or magistrate, in Australia or overseas
  • Marriage celebrant registered under Subdivision C of Division 1 of Part IV of the Marriage Act 1961
  • Member of Chartered Secretaries Australia or a Fellow of the National Tax Accountants’ Association
  • Member of the Institute of Chartered Accountants in Australia, the Australian Society of Certi­fied Practising Accountants or the National Institute of Accountants

For a more extensive list of those authorised to certify, click here. When Trustees open up a bank account, the bank will usually require a certified copy of the Trust Deed, Superannuation Warehouse can certify a copy of the Trust Deed. For more details on opening up an SMSF bank account with Macquarie, see the Macquarie page.

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We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.