Super Concepts | Deed Management

Deed Management

Keep your SMSF Trust Deed up to date
It is vitally important for your SMSF trust deed to maintain compliance with the SIS Act and Regulations. For example, recent rule changes have effected tax planning, income stream strategies and even estate planning issues. Upgrades to your trust deed may help you avoid costly errors.

Changes to Trustees, Founder and new and/or terminated Members
Ensure any changes to the structure of a Fund are documented correctly to meet legislative and audit requirements. Changes include Trustee resignation/removal, Founder resignation, Admitting New Members and Trustees, New Founder, Change of fund name and more.

FAQs: The Super Concepts Trust Deed - Does it measure up?

Deed Version Chart: Why you need to upgrade your deed regularly