SMSF Trust Deed

Olivia Long
April 2, 2020

Bell Direct SMSF service arranges for the preparation of an SMSF trust deed by a superannuation specialist lawyer upon establishment of your fund.

Read Transcript

An Australian SMSF must be established with a trust deed that is compliant with Australian superannuation legislation.

At the Bell Direct SMSF service we arrange for the preparation of an SMSF trust deed by a superannuation specialist lawyer upon establishment of your fund.

The deed in conjunction with superannuation legislation will govern the way you behave as an SMSF trustee.

Trust deeds will generally detail:

  • How the fund needs to operate
  • Who can be a member
  • How key benefits such as pensions can be paid
  • The manner in which death benefit payments can be made

Given your fund’s trust deed needs to remain in line with legislation we recommend it is upgraded if and when there are significant changes to superannuation that will impact on your fund.

A key risk as an SMSF trustee, is doing something that is not permitted by the trust deed such as paying a type of pension to a member that is not allowed.

If you have an existing SMSF and would like a trust deed upgrade, please call us. For a small fee you can have peace of mind your trust deed is up to date and fully compliant.

Close Transcript

Weekly Wrap 18 September

Jessica Amir
September 18, 2020

Morning Bell 18 September

Bell Direct
September 18, 2020

Morning Bell 17th September

Jessica Amir
September 17, 2020

Morning Bell 16th September

Jessica Amir
September 16, 2020

Morning Bell 15 September

Jessica Amir
September 15, 2020

Morning Bell 14 September

Jessica Amir
September 14, 2020

Weekly Wrap 11 September

Jessica Amir
September 11, 2020

Morning Bell 11 September

Jessica Amir
September 11, 2020

Morning Bell 10 September

Jessica Amir
September 10, 2020

Morning Bell 9 September

Jessica Amir
September 9, 2020