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Self Managed Super Fund (SMSF) Article
A good quality SMSF trust deed

By Tony Negline.

This article may be out of date.

6th June 2007

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The Costello super reforms which kick in very soon will force all super funds to amend their trust deeds.

Most Self Managed Super Fund trustees will rely on their advisers – accountants, financial planners or lawyers – to help them purchase the right trust deed.  This is entirely understandable as most trustees do not have the personal expertise to know what should be in a trust deed or to know if they are using a good quality deed.

However given the legal and moral obligations that trustees accept when they take on this role they should probably be attempting to do their own research in order to check that their fund’s updated trust deed satisfies all the new rules.

So what are some of the issues that new trust deeds should have?

This is not an exhaustive list of all the issues which the new super rules demand a fund has to deal with.  Trustees will want to ensure that they have some or all of these major issues covered.

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This email is general in nature only and does not constitute or convey specific or professional advice. Legislation changes may occur quickly. Formal advice should be sought before acting in any of the areas discussed. Be aware that the information in these articles may become innaccurate with time. Responsibility is disclaimed for any inaccuracies, errors or omissions. Particular investments are neither invited nor recommended and hence this publication is not "financial product advice" as defined in Section 766B of the above legislation. All expressions of opinion by contributors are published on the basis that they are not to be regarded as expressing the official opinion of any other person or entity unless expressly stated. No responsibility for the accuracy of the opinions or information contained in the contributor's articles is accepted by any other person or entity. Copyright: This publication is copyright. If you wish to reproduce this article you require a license, which can be purchased here, to do so.

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