Our pension reset documentation facilitates the commutation of existing Transition to Retirement Income Stream (TRIS) […]
Benefit Payment Allocations
Our Benefit Payment Allocation documentation helps members provide instructions to the SMSF trustee, as to […]
Change of Trust Name (Unit Trust)
We can prepare a deed of amendment to change the name of an existing unit […]
Change of Trustee (Unit Trust)
We can prepare a deed of amendment to change the trustee of an existing unit […]
Change of Fund Name
A Change of a Fund Name is completed on the same form as a Deed […]
Wind up a Fund
The NTAA Corporate “Wind up a fund” package includes the instructions to guide advisers and […]
Change of Trustee (SMSF)
You can conveniently update fund members and trustees using our online service. If the fund […]
New SMSF
The current superannuation and taxation legislation recognises two types of small superannuation funds with less […]
Fixed Unit Trust
A unit trust is a trust in which the trust property is divided into a […]
Change of Company Details
Company details can change from time to time and when this happens ASIC should be […]