Update Trust

Our Service
Provide an updated trust deed for your Self Managed Super Fund (DIY super fund).

How to order

If you have changed the members or trustees of the fund, you need to

  1. Change the Account name in all bank accounts, CHESS accounts, etc, as the account name must be in the name of all trustees at all times.
  2. Supply change of SMSF details to ATO. Contact us for the ATO form.

Fees

Service Fees (incl. GST)
SMSF Rules Update $245
Changes to trustee of SMSF $395

If you have lost the Trust Deed, an additional fee applies. Contact us for details.