Provide an updated trust deed for your Self Managed Super Fund (DIY super fund).
How to order
- Click here to download the SMSF Rules Update form.
- Click here to download the Change to Trustee of SMSF form.
If you have changed the members or trustees of the fund, you need to
- 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.
- Supply change of SMSF details to ATO. Contact us for the ATO form.
|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.