- Death Benefit Agreement A Death Benefit Agreement is an agreement between an SMSF member and the SMSF trustee that when executed forms part of the SMSF's deed.
- Death Benefit Nomination A binding death benefit nomination is a way to override this trustee discretion. Put simply, a binding death benefit nomination is a legally binding nomination that allows you to advise the trustee who is to receive your superannuation benefit in the event of your death.
- SMSF Change of Trustee Change your existing SMSF trustee, simply use the Deed of Variation to change your Trustee, in the event of resignation or retirement.
- SMSF Investment Strategy A standard investment objective and strategy to be used with a Self Managed Superannuation Fund (SMSF). Which allows you to receive a contribution from members of the Fund and investing the funds in approved assets for the benefit of the members.
- SMSF Minutes & Resolutions Package This package contains the Minutes of the Initial meeting of the Trustee in establishing the Trust
- Self-Managed Superannuation Trust Deed (SMSF). A Self-Managed Superannuation Trust is a special type of trust, set up and maintained for the sole purpose of providing retirement benefits to its members
- Trust Secretarial Services Changes to Superannuation Trust Deeds (minor)
