Change SMSF Trustee (Cleardocs deed)
Change the existing trustees of an SMSF. This package can be used when the SMSF has an underlying Cleardocs trust deed. Not a Cleardocs Trust deed? Then use Change SMSF Trustee document package.
This package covers the following scenarios for change of trustee:
- replace individual trustees with a corporate trustee;
- replace a corporate trustee with individual trustees;
- replace a corporate trustee with another corporate trustee;
- remove individual trustees;
- retire individual trustees; and
- add individual trustees.
Time taken to complete 10 minutes.
Cost $ 143.00 (inc GST)
Printing Optional printing, binding and delivery for $ 49.50
Legal Sign-offThe master documents are written in plain language and are signed-off by our lawyers at Maddocks.
What documents are included in the Cleardocs package?
You will receive all of the documents required to record the changes being made:
- Change of Trustee Deed;
- Trustee consent forms;
- ATO Trustee Declaration Form;
- Application to become a Member; and
- Trustee minutes.
If the change is from a corporate trustee to individual trustees or from individual trustees to a corporate trustee then:
- the Change of Trustee Deed tailors the SMSF's existing trust deed to the new structure as well as updating the fund's deed to the latest version of the Cleardocs deed; and
- the document package includes the new version of the fund's trust deed.
What information do you need to order Change SMSF Trustee (Cleardocs deed) through Cleardocs?
You can download our checklist of the information required to order Change SMSF Trustee.
Do the retiring trustees need to be available to sign documents?
Yes, you will need a different Deed of Variation if the people who are no longer going to be a trustee are not available to sign the documents. If they are no longer alive, Maddocks can provide you with a quote to prepare these documents. Please call us on 1300 307 343 to arrange a quote from Maddocks.
Changing to a corporate trustee?
Use Cleardocs company registration package to quickly register the corporate trustee if you are changing to a company structure.
Cleardocs SMSF Minutes & Resolutions Package — keeping proper records
The Cleardocs SMSF meeting Minutes and circulating Resolutions package helps with the administration of a fund. It costs $66.00 (inc GST) - your SMSF then has unlimited use of the SMSF Minutes & Resolutions Package for 12 months.
Purchase your minutes package when you change your trustee and receive 15% of the price.
Seek legal advice
The Change SMSF Trustee information here should be considered general in nature, and in no way interpreted as legal advice. You must always seek your own independent legal, accounting and financial advice about your particular situation. The summary on this page is for information purposes only.
Questions or further information
If you have questions:
- about how to use Cleardocs, contact the Cleardocs helpline on 1300 307 343.
- about legal issues, contact the Cleardocs helpline on 1300 307 343. If you need advice, we will arrange for you to speak with a lawyer at Maddocks. The firm provides a free legal helpline in relation to the documents Cleardocs provides. If you require other legal advice in relation to your particular circumstances, then this will be charged for.
- Pre-populated information on your SMSF details — saving you time and typing
- By purchasing this document package, you can elect to obtain the SMSF Minutes & Resolutions Package at a discounted price
- Full range of tailored change of trustee documents
- Includes copy function for address details - saving you typing
- Extensive online help and local phone support
- Easy to use question interface