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.

Book Your Free SMSF Consultation

Book your free consultation with me to find out if SMSF is right for you. If you have any other questions, we are happy to help!

 

Sandra - SMSF Advisor

3 + 1 =

Why is SMSF Set up so affordable at SuperHelp?

SuperHelp has been servicing the SMSF market for over 15 years. We pride ourselves on being able to provide an affordable SMSF service without compromising on quality. One of these services is to provide new members with setting up their SMSF at an affordable fee when they use our award winning service.

Do I need to use a specific bank, broker or provider?

Unlike other SMSF administrators and accountants we do not restrict you to what bank, broker or service provider you use. We are independent and do not take any commissions from other parties so that our clients can invest their super where they please.

How long has SuperHelp been around for?

SuperHelp have been around since 2002 - so over 15 years! While new SMSF administrators have come and gone, we are still around!

Do you offer any other SMSF services?

Yes we do! You can see a full list of SMSF services on our services page.

SMSF Investment Strategy

by | October 17, 2013 | SMSF Strategy | 0 Comments

An investment strategy is a detailed set of financial rules, behaviours or procedures which acts as a framework for a Trustee making SMSF investment decisions throughout the year. It is a guide for the trustee’s selection of an investment portfolio to increase...
Read More

When does an SMSF need/require an actuarial certificate?

by | January 31, 2018 | SMSF Education, SMSF Tax | 0 Comments

There is often confusion around when an actuarial certificate is or isn’t needed for your SMSF. This article tries to clear up some of that confusion. First we will start by covering an important question - what is an actuarial certificate? This is a certificate used...
Read More

Tougher Rules for non-lodgement of SMSF annual returns

by | May 25, 2014 | ATO | 0 Comments

The Australian Taxation Office will take a tougher stance on the non-lodgement of SMSF annual returns. SMSFs which have two years or more of overdue lodgements will have their regulation details removed from Super Fund Lookup. ATO will keep the regulation details off...
Read More

Superannuation Withdrawal Tax – What You Need To Know

by | February 19, 2018 | SMSF Tax | 0 Comments

Nobody enjoys it much, but paying tax is a necessary thing. And it is the same with your superannuation. When you withdraw your superannuation you will more than likely need to pay tax on the payments you receive, however, the amount of tax you pay will be dependent...
Read More

Understanding Loan Rules and Regulations For SMSFs

by | January 23, 2023 | Loan for SMSF | 0 Comments

Self-Managed Super Funds (SMSF) are a popular way for Australians to save for their retirement. However, many SMSF trustees are not aware that they can also use their fund to borrow money to invest in property or other assets. This type of borrowing is known as a...
Read More

Is SMSF right for you?

by | January 24, 2023 | SMSF SETUP | 0 Comments

Before deciding to set up an SMSF, it is important to consider whether it is the right choice for you. An SMSF is a type of superannuation fund that is run by its members, who are also the trustees. This means that the members have complete control over the investment...
Read More

Super Re-contribution Strategies

by | February 1, 2018 | SMSF Re-contribution strategies | 0 Comments

As of June 2017, SMSFs (Self Managed Super Funds) are responsible for the largest portion of super funds in Australia. As of March 2017, there were approximately 1.13 million SMSF trustees running well over half a million (596,516) SMSFs. So what are the current SMSF...
Read More

Minimum pension payment planning

by | September 25, 2020 | Uncategorized | 0 Comments

The Government has halved the minimum pension payment obligation for the 2020 and 2021 income years. This lower pension payment obligation makes it more likely that individuals will draw down pension capital above the minimum (e.g., to cover additional living costs)....
Read More

In House Asset SMSF

by | August 23, 2015 | ATO, In House Asset SMSF, SMSF Ruling | 0 Comments

There are numerous investment restrictions placed on super fund trustees by SMSF rulings. These include very stringent restrictions on any investment that involves a fund member, a relative of a member or any related company or trust. In House Asset SMSF An in house...
Read More

What types of people have an SMSF?

by | January 27, 2023 | Uncategorized | 0 Comments

There are many different types of people who have an SMSF. Some of the most common include: Small business owners: Many small business owners choose to set up an SMSF to help manage and invest their retirement savings. This allows them to have more control over their...
Read More

Contact Us

SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.

info@superhelp.com.au

1300 736 453

PO Box 1906 Macquarie Centre NSW 2113

M-F: 9am-5pm, S-S: Closed

4 + 2 =