It is not uncommon to see documents within a SMSF that are defective due to a range of issues including being unsigned, undated or where proper process hasn’t been followed. Whilst this doesn’t seem significant on first blush, a growing number of case law decisions have highlighted that certain breaks in the document chain due to defective documents can create significant problems with the fund, in particular where documents such as binding death benefit nominations or pension documents have been created in line with subsequent deed updates or changes.

Join Aaron Dunn for this upcoming webinar as he walks you through the process of how to rectify certain SMSF documents to ensure the fund’s ongoing compliance and protect against potential legal challenge.

In this session, we will be exploring:

• Common scenarios and documents that require rectification, including the impact of the current defect
• The steps required for rectification or ratification and what lessons have come from the courts
• How you can use the Smarter Legal Review on the smarter platform to request rectification
• General Q&A to address any specific attendee questions.

In this webinar, Aaron will spend time going through the Deed of Rectification process on the Smarter SMSF platform to demonstrate the simple and straightforward process that is available to remedy any SMSF client defects.

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