SMSF – Replacing all the rules

We have a package to update the rules for an SMSF. As the SIS Act has now been on foot since 1994 and given the changes since then, particularly in 2007, now may be a good time to update.

For more important information about our SMSF Replacement Rules please click here.

Package Price: $660.00 or $495.00 for batches of 15 or more
Registration Price: $235.70

View Order Form (PDF)

Telephone Tricia Shales on 02 8915 4949

SMSF - Replacing all the rules

  • Members details

  • (Member 1)
  • (Member 1)
  • (Member 2)
  • (Member 2)
  • (Member 3)
  • (Member 3)
  • (Member 4)
  • (Member 4)
  • Superfund Trustee Details

    (but only if members are not be trustees)
  • (For the PDS we will use your office address as the trustee’s address unless told otherwise)
  • IMPORTANT: In instructing us to proceed you acknowledge that you have read and understood our attached outline of the basis on which we will proceed to do the work and the assumptions we will rely on. Before we proceed, you must tell us if any issues arise from what is set out in that outline.
  • Please supply to us the original and any amending deeds.