The Super Registry Trust Deed
The SuperRegistry Self Managed Superannuation Fund (SMSF) Trust Deed is not like other SMSF Trust Deeds.
Drafted by a panel of specialist superannuation lawyers, under the guidance of SMSF Specialist Allan Swan, the Super Registry Deed doesn't just meet the requirements of SIS.
The Deed also provides for significant estate and strategic planning opportunities, all based on the most up to date legislative provisions.
By registering with SuperRegistry you will ensure that your clients not only have the most up to date legislative provisions at their disposal, but also the most up to date strategic and estate planning opportunities as well.
Click here to view the current SuperRegistry Trust Deed.
Key features of the SuperRegistry Trust Deed
Summary
- Provides for Simpler Super changes
- PDS standard
- Allows all members permitted by law
- Allows individual, corporate and approved trustees
- Accepts all contributions permitted by law
- Allows internal rollovers
- Allows for Non- Binding and Binding Death Benefit Nominations tailored to suit
- Allows all reserving accounts permitted by law
- Allows all benefit payments permitted by law
- Member benefits can be rolled over in specie
- Allows for all compliant pensions including continued payment of defined benefit pensions
- Allows for superannuation splitting and family law payment splits
In more detail
- The SuperRegistry Self Managed Superannuation Fund (SMSF) Trust Deed provides for all of the recent changes announced under Simpler Super;
- All SuperRegistry Self Managed Superannuation Fund (SMSF) Trust Deeds, including variations, are provided with a Product Disclosure Statement summarising the important features of the fund;
- The power for the Trustees to admit anyone permitted by law including minors to membership;
- The power to appoint individual and corporate Trustees as well as an approved Trustee if required;
- The ability for Trustees to accept all contributions permitted by law, including contributions in specie non-cash kind, contributions splitting, spouse contributions, government co-contributions, child contributions, transfers and rollovers;
- The power for Trustees to commute pensions in all the circumstances permitted by law and to roll-over a pension internally into an accumulation account or to purchase a new pension;
- Empowering the members to make binding (BDBN) and non-binding death benefit nominations and allows a BDBN to be tailored to a member’s specific needs;
- The power to create all reserving accounts permitted by law;
- Excess insurance proceeds can be paid to the reserve account to benefit members;
- The power for Trustees to pay all the kinds of benefits permitted by law, including lump sums and pensions. This includes temporary and permanent disablement benefits;
- Member benefits can be rolled over in specie;
- Facilitates the paying of all compliant pensions including transition into retirement pensions and the Account Based Pensions from 1 July 2007, as well as allowing the continued payment of already established pensions that are no longer available (such as Defined Benefit Pensions);
- The Deed provides for Superannuation Splitting;
- The Deed provides for payment splits under family law settlements;
- The Trustee has the power to document the terms and conditions of any pension not expressly covered in the Deed;
- Investments can be allocated to particular members;
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