SMSF Trustee Change

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Super Registry provides lawyer sign off on all of our SMSF Trustee Changes to ensure your clients receive correct, compliant documentation.

Our Package includes documentation to change the Trustee of your Fund, whilst also admitting or removing up to 3 members from/to the Fund at the same time.

Our SMSF Trustee Change package includes:

• Deed of Appointment and Removal of Trustee;
• Member minute consenting to the change of Trustee (if applicable);
• Minute by the appropriate party to change the Trustee of the Fund;
• Trustee consent forms;
• Detailed information on how to have the Change of Trustee documentation stamped by the local Revenue Office including a covering letter (for applicable states);
• Fully completed Tax Office forms, notifying the Tax office of the change in Trusteeship (and Membership where applicable).
• Member application forms, Product Disclosure Statements and Sample Binding Death Benefit Nomination forms for all new members admitted.

Please include a copy of the Funds most recent Trust Deed with your order.