This Document pack provides the relevant documents to change the name of an SMSF.

Change of SMSF Trustee With Change of Member - Non SUPERCentral Deed

Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change.

Change of SMSF Trustee with Change of Member - SUPERCentral Deed

Changing the trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly effect and record the change.

Change of SMSF Trustee with No Change of Member - SUPERCentral Deed

Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change.

Change of SMSF Trustee with No Change of Member - Non-SUPERCentral Deed

Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change.

An Enduring Power of Attorney is a document that enables SMSF members to appoint a legal personal representative to act as the trustee or as a director of a corporate trustee in their place while they remain a member of the fund.

To order a new company.

All the documents your SMSF needs to start an Account Based Pension.

The PPSA Loan Package is designed for use when a loan is made to a Company Borrower involving all or any of the following documents; Loan Deed, Security Agreement over the Borrower’s Assets, Guarantee and Indemnity from Director/s or other persons.

Discretionary Trust Establishment

Still one of the most popular structures for asset protection, tax planning, income smoothing and wealth transfer.

Hybrid Trust Establishment

They have their critics but Hybrid Trusts continue to be popular. For all of the necessary documents to start a Hybrid Trust along with advice on the traps of using a Hybrid Trust.

Unit Trust Establishment

For all the benefits of a trust structure with the certainties of a company, a Unit Trust may be just the thing.