Lost SMSF Deed Service
Losing the original SMSF deed can create significant legal and administrative challenges. Without a complete and verified document trail and in the absence of the current governing rules of the Fund, the trustees and members may face compliance issues, increased scrutiny during audits, or complications during estate and succession matters. Disputes over death benefits, for instance, often involve allegations of incomplete or invalid documentation.
Banks and other third parties will often require certified copies of the original SMSF deed in order to carry out basic functions, such as opening bank accounts or providing loans. In addition, professionals such as accountants, auditors, legal advisers, and government authorities regularly request to review the deed to confirm the fund’s legal and operational standing.
Our experienced team is here to help. We provide a dedicated Lost SMSF Deed Service designed to assist trustees in re-establishing a compliant document trail. If your most recent trust deed containing the governing rules of the Fund has been misplaced or destroyed, we’ll guide you through the process of implementing a replacement deed that aligns with current legal requirements and protects the integrity of your SMSF structure. From the initial consultation to final documentation, we support you every step of the way.
We’ll collect comprehensive fund information, including details about Trustees and Members, and create updated fund documents, ensuring your fund is fully compliant and ready to operate under the latest regulations.
The following documentation to replace a lost deed will be prepared, and may include:
- Resolution or minutes of the Trustee and members
- New SMSF Deed
- Death Benefit Notices
You’ll receive your documents electronically, with the option to also receive printed copies in a presentation box or leather look quality binder with indices.