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.

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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.

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