It is vital that your SMSF clients’ trust deeds have been reviewed with a consideration that they comply with the new approaches and strategies as a result of the latest super laws.
Ensure your SMSF clients’ trust deeds are not restrictive especially in the areas of paying death benefits, reversionary pensions and transition to retirement income streams.
This white label document covers the key areas to review in your clients’ trust deeds and important things to keep in mind.
At the time of publishing, the contents of this resource were accurate and correct.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association