SMSF Trust Deed Upgrades

SMSF Trust Deed Upgrade Package      $440 (inc GST)

bulk discounts

With the recent changes to Superannuation practice and legislation announced by the federal government, there has never been a more crucial time to upgrade your trust deed to ensure you and the members of your fund can act on these changes.

Superannuation Support, in conjunction with Moores Legal, offer a comprehensive Deed Upgrade package; allowing the members to take full advantage of the new superannuation provisions. Most importantly, by providing LEGAL OVERSIGHT on all of our deed upgrades, Superannuation Support takes the risk out of varying your trust deed, and ensures that the Superannuation Fund remains compliant and avoids any resettlement issues as a result of the upgrade.

Here’s what you will receive in our Deed Variation Package;

  • 2 Copies of the Superannuation Support Trust Deed
  • Trustee Minutes varying the Fund
  • Consent of the parties required to vary the trust deed
  • Pro-forma Binding Death Benefit Notice and explanatory notes
  • Full Legal oversight of the Deed Variation to ensure the variation has been done in accordance with the provisions contained in the deed being varied.

Download an order form