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Trust Deed and Compliance Package

Trust Deed and Compliance Package

A SMSF begins with a Trust Deed or Rules. The Rules are the foundation of the fund and they govern what the trustee is authorised or prohibited to do. The superannuation laws require the trustee, an adviser, the auditor and any other person advising the trustee on a transaction of the fund to ensure that any transaction undertaken by the trustee complies with the Rules.

The superannuation laws also require the trustee to maintain minutes, for ten years, of all trustee meetings in which all matters and decisions affecting the fund are considered. This places a great responsibility on the trustee and others providing services to the fund to ensure that decisions are adequately recorded and documented in line with ATO requirements.

The strategic features of our SMSF trust deed include:

An intelligent membership clause that allows anyone to join the fund
Contributions allowable in line with prevailing superannuation laws
Wide range of pensions including the ability to run a combination of pensions
Flexible succession planning
The ability of the trustees to create and run various reserve accounts

Trust deed and Compliance options

SMSF trust deed

Includes

PDS solution in 3 components
2 copies of the SMSF trust deed rules
Fund establishment checklist
Fund establishment minutes and notifications
ATO notifications and application for TFN
Bank account starter kit

SMSF trust deed upgrade

Includes

Review of amendment clauses of existing preparation of appropriate documents to the amendment including minutes and notifications
PDS solution in 3 components
2 copies of the SMSF trust deed rules

Compliance documentation package

Includes

Tailored documents for the fund, linked to relevant rules in the trust deed including
- Contributions – in specie, spouse, employer, self employed, undeducted
- Trustee appointment, removal and resignationü Setting up an investment strategy
- Setting up reserves
- Paying all benefits
- Transferring benefits to and from the fund
- Appointment of SMSF adviser, auditor, administrator, actuary

SMSF trust deed upgrade

To ensure that the deed you use in your SMSF compliance platform is current and up to date we offer an upgrade service.

For a small fee the rules will be upgraded as required, usually every 12 - 18 months.

Change of trustee and/or fund name

Your clients may require a change of trustee or wish to change the name of their fund. We can arrange these changes.

Bulk SMSF trust deed upgrades

Advisers with a large number of deeds to upgrade to Glenister & Co's SMSF trust deed packages can take advantage of special, volume pricing. We can also assist you through this process with your clients.