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SMSF Change of Trustee
Adviser Price: Instant Download N/A | Topdocs Full Service $309
Retail Price: Instant Download N/A | Topdocs Full Service $363
Dealer Groups, SMSF Administrators and Resellers: - Call us on 1300 659 242 for special pricing
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Topdocs provides you with everything required by the Super Fund’s Trust Deed and the Tax Office (ATO) to change the Trustee of your SMSF.
Besides the relevant minutes and deed of appointment and removal, you also receive relevant ATO documentation and a procedures sheet for your client outlining their signing and reporting responsibilities.
The ability to add and remove members from the Fund (up to 3) at no extra charge is also included in our SMSF Trustee Change documentation.
Change your Super Fund Trustee with confidence
There is more to a Super Fund Trustee change than the preparation of a few trustee minutes. Changing the Trustee of your Super Fund can be risky business if you are not a lawyer. There may be additional parties required to consent to the Trustee change or particular procedures that have to be met in order for the Trustee change to be valid.
If your Super Fund Trustee change is not done correctly, the appointment may be invalid, and consequently, all actions by the new Trustee will be under scrutiny. Topdocs provides lawyer sign off on all of our Super Fund Trustee changes to ensure your documentation is prepared correctly, protecting the interests of your Super Fund Read more about lawyer sign off.