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  Super Registry provides financial Advisors, Accountants, Lawyers, SMSF Administrators and individuals with a complete range of SMSF and Corporate documentation  

SMSF Trust Deed Update

Full Service $275

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Updating an existing SMSF to a new deed is more that simply noting the variation clause. There may be additional parties required to consent, conflicting clauses, clauses that must be retained in an upgrade and many other issues. For this reason, Super Registry provides lawyer sign off on all of our SMSF Trust Deed updates to ensure your clients receive correct, compliant documentation.

Super Registry provides you with an industry leading SMSF Trust Deed that is both flexible and current. Recently updated, our SMSF Trust Deed includes all provisions currently allowable under the Superannuation legislation including SMSF Borrowing and Account Based Pensions.

The Super Registry SMSF Trust Deed is drafted closely to the legislation to allow for minor legislative changes to be incorporated automatically without the need to update the deed again.

Our SMSF Trust Deed update package includes:

  • Two copies of the new SMSF Deed, one unbound for scanning;
  • Minutes by the appropriate party to vary the Trust Deed;
  • Product Disclosure Statement for each member of the Fund;
  • Letters to the Members of the Fund, outlining the features of the new deed as varied;
  • Procedures sheet outlining the documents to be executed, and stamping requirements;
  • Letter of legal oversight from our lawyers, confirming the Trust Deed update has been correctly prepared.
Please include a copy of the Funds most recent Trust Deed with your order.
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