• 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 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.

    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 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 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

    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

    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)

    Trust Secretarial Services

    Changes to Superannuation Trust Deeds (minor)

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