Trust Deed Amendments

Trustees of SMSF's are responsible for keeping the fund documentation up to date.


As legislative changes to superannuation rules are introduced trustees have an obligation to keep their deed up to date. SMSF Works can provide you with an up to date deed dealing with both legislative requirements and personal strategic requirements including estate planning and beneficiary nominations.

The following is a paragraph from the ATO trustee declaration that clearly puts the responsibility of keeping the funds documentation up to date in the hands of the trustees:

“I must keep myself informed of changes to the legislation relevant to the operation of my fund and ensure the trust deed is kept up to date in accordance with the law and the needs of the members”

The following fact sheet can provide further assistance

Next steps

Forms and Fees

Our fees for the trust deed can be found in Forms and Fees.