Welcome to the BETA version of cleardocs.
Switch back to classic

This article is more than 24 months old and is now archived. This article has not been updated to reflect any changes to the law.

clearlaw

Update to Cleardocs SMSF Deed

The Cleardocs SMSF Deed has been updated as part of Cleardocs' ongoing commitment to providing a plain English and up to date deed. The two main changes are as follows:
  • General provisions have been included in anticipation of the superannuation contributions-splitting legislation outlined above.

    As outlined above, the current form of the regulations means contributions-splitting requests could not be processed until 1 July 2006 and requests in respect of contributions made between 1 January 2006 and 30 June 2006 could be made up until 30 June 2007.

  • Payment provisions in relation to the Transition to Retirement pensions have been included.

    This means that there are now specific provisions pursuant to which any of the pensions available to a member may be paid as a transition to retirement pension.

The Product Disclosure Statement has been updated in accordance with the above changes and to provide updated information on the abolition of the superannuation surcharge on high income-earners.

 

Lawyer in Profile

Julian Smith
Julian Smith
Partner
PH: 61 3 9258 3734

Julian Smith is a partner in the Maddocks Commercial team.

Julian advises extensively in the following areas:

  • trusts law;
  • self managed super funds;
  • business and company sales and acquisitions; and
  • financial services law.

Julian advises clients ranging from public companies servicing the wholesale financial services market to high net worth individuals and their advisers.

Julian has been with Maddocks since undertaking articles in 2001.