You can replace your old deed with an updated SMSF deed and take advantage of the latest rules. If your previous deed was one of ours then we know how to update it and we can complete the update quickly. If it was purchased from another firm, we will need to review it prior to issuing new documents, this may take a little longer but best to be sure member benefits are preserved.

Your new deed will include all current rules under our permissive style SMSF Deed allowing maximum flexibility and requiring less updating. Product Disclosure Statements still require regular updating as various elements such as pension dates and thresholds are changed.

For bulk updates please call our office, where deeds are predominately from the same supplier we can save time on the review and pass this saving on.