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SMSF Lost Trust Deed

Full Service $550

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The Super Registry SMSF Lost Trust Deed package is suitable for those circumstances where the original trust deeds of a fund have been lost or destroyed.

The package includes:

  • Resolution of Directors/Trustees. The trustees resolve to adopt a new trust deed in substitution for the fund's original deed which could not be located by the trustee despite them having conducted exhaustive searches.
  • Deed of Declaration of New Trust Deed, to be executed by all relevant parties of the fund. The Deed acknowledges the loss of the fund's original deed and adopts, and sets out, the provisions by which the fund will be managed. In other words the new Trust Deed.
  • Notice to Members of Significant Event - Adoption of New Trust Deed. This notice must be supplied to each member of the fund by the trustees and explains the nature and purpose of the adopted Declaration of New Trust Deed and its effect with regard to their benefits or pension provisions.
  • Sample Death Benefit Nomination form for each member.
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