Change of Fund Name
A Change of a Fund Name is completed on the same form as a Deed Update or Variation. You can replace your old deed with an updated SMSF deed and take advantage of the latest rules at the same time.
If your previous deed was one of ours, then we know how to update it and we can complete the update quickly. If it was purchased from another firm, we will need to review it prior to issuing new documents. This may take a little longer, but best be sure member benefits are preserved.
Your new deed will include all current rules under our permissive style SMSF Deed allowing maximum flexibility and requiring less updating. Product Disclosure Statements still require regular updating as various elements such as pension dates and thresholds are changed.
For bulk updates please call our office. Where deeds are predominately from the same supplier, we can save time on the review and pass this saving on.
We will review your deed and generate SMSF documents to upgrade an existing trust deed of a Self-Managed Super Fund (SMSF) to comply with the current superannuation and taxation laws.
The documentation to update the deed will be prepared in accordance with the rules as set out in the original fund deed, they will usually include:
- New SMSF Deed
- Deed of variation
- Resolution and minutes for the Trustee/s to accept the changes
- Death Benefit Notices
- Notice to Members
- Product Disclosure Statement
You will receive electronic with optional hard copies of the documents.
