SMSF Amendments
SMSF Amendments covers:
An amendment is a legal document that needs to be signed and executed similar to the original deed. The original deed is reviewed to identify the appropriate means and requirements in order to amend the deed. There can also be significant legal issues which arise if it is not done correctly.
Reckon Docs Deed of Amendment/ Appointments are:
- customised to your requirements
- reviewed by an independent law firm
Reckon Docs trust deeds are prepared, reviewed and maintained by Top 20 law firm Hunt & Hunt. Reckon Docs clients have access to telephone legal support and discounted legal advice; call 1800 888 210.
Change of Trustees
As circumstances change, whether it is the retirement or appointment of trustees, the content in the trust deed may also need to change. Such changes may involve the appointment of a corporate trustee in place of an existing individual trustee structure of the self-managed superannuation fund. When such changes occur an amendment will be required.
Reckon Docs requires a copy of the original deed and all subsequent amendment deeds from the original date of the deed to the proposed change for any amendments and/or appointments to be done.
What is included?
- 3x bound copies of the amendment deed
- Trustee minutes
- Trustee consents
If you have sent in the original deed and any prior amendment deeds, we will send that back to you with the above documents.
Change of Fund Name
If you or your client wants to change the existing name of a fund, whether as a change in circumstances or preference, an amendment to the deed will be required.
Reckon Docs requires a copy of the original deed and all subsequent amendment deeds from the original date of the deed to the proposed change for any amendments and/or appointments to be done.
What is included?
- 3x bound copies of the amendment deed
- Trustee minute
If you have sent in the original deed and any prior amendment deeds, we will send that back to you with the above documents.
Deed of Confirmation
If you or your client has lost or misplaced the original deed, you can order a deed of confirmation (replacement deed).
Reckon Docs requires the original date of the deed to prepare a replacement deed.
What is included?
- 3x bound copies of the trust deed
- Trustee minute
- Product disclosure statements for each member