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Generate SMSF documents to change the trustee of an existing Self-Managed Super Fund (SMSF) from individual trustees to a corporate trustee, or vice versa. You can also use this form to change an individual trustee as a result of the death of a fund member.
The following documents will be generated as part of the completed order:
– Deed of Appointment & Retirement of Trustee
– Trustee minutes for the outgoing trustee and appointed trustee.
Why you should use a Smarter Deed
The Smarter SMSF Deed has been built by SMSF specialists, Ian Glenister (Legal Officer, Smarter SMSF), Aaron Dunn (CEO, Smarter SMSF) and Chris Hill (Director, Hill Legal) for use by practitioners who need the confidence that comes with using best practice SMSF documents drafted by industry leading experts.
The Smarter Deed not only stays up-to-date with the latest superannuation laws, but also strategically considers topics impacting membership, contributions, income streams, estate planning and more.
One-click setup in Class, saving you time…
As a Class user, once you’ve ordered your new SMSF, our integration with enables you push the order data in one click to automatically setup the fund in Class – no need to re-enter client information – that is a smarter way! Watch out video above to see how this integration works.
One-click setup in CAS360 – saving more time!
Where you have ordered a company to act as trustee of the SMSF, our integration with BGL’s CAS360 enables you push the order data in just one click to automatically setup all the information from name, ACN, directors, shareholders and more – no need to re-enter client information – a lot smarter than your average! Watch our video above to see how this integration works.
To start ordering, simply follow these steps:
- Sign up to the Smarter SMSF platform (it’s free).
- You will receive an email with your login details.
- Once logged into our platform, select ‘Documents > Create New’.
- Follow the prompts, review & submit your order.
- You’ll have the order instantly delivered to you in less than 5 mins.
How to videos
Order a new SMSF
This video explains the process in ordering a new SMSF on the Smarter SMSF platform.
One click fund set up in Class
This video explains the one-click process to automatically set up your fund after ordering within your Class software.
Need assistance?
If you require help with ordering your SMSF documents, get in contact with us via live chat, by telephone on 1300 95 94 76, email team@smartersmsf.com.
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Document Packages
We recognise that practices come in all different shapes and sizes, and that’s why our Create document packages have been developed as a bundle to suit the size of your SMSF business. Our document packages start at $180 p/m for ANY 25 docs p/a and provide a substantial saving monthly.
To work out how many documents you might need for your business, try our document calculator that can help to determine the package that is right for you.
What changes to trustee are available?
If an individual or entity is removed or added as a trustee of the fund, what additional reporting is required?
Change of Trustee – Sample Document
To view a sample:
- Sign up for free to gain access to our platform.
- View sample documents from our Knowledge Centre.
- Order documents on a PAYG basis.
Other references
