Our Deeds of Variation

Our in-house legal team prepare variations to SMSF trust deeds for you, such as:

Updating an SMSF deed to current rules
Change the trustee of an SMSF
Membership changes
and many more

Variations to SMSFs

We make a range of variations to SMSF deeds and structures. Our service is overseen by qualified lawyers to reduce the risks to you.

You can replace your old deed with an updated SMSF deed and take advantage of the latest rules.

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.

What we do for you

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.

What you receive

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:

Deeds & Documents

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 copies of the documents. These will be stored online for you to access at any time, with the option to receive professionally bound hard copies presented in a leather look quality binder with easy to reference indices.