Fund Maintenance

Fund Maintenance

We provide all Fund Maintenance requirements for your SMSF, including:

  • Arranging for upgrades to your Trust Deed, where required by you/legislation – extra costs may apply.
  • Updating the Australian Taxation Office’s SMSF member and trustee register.
  • Updating Australian Securities and Investment Commission’s Company register, where we are the Registered Agent for your Trustee Company.
  • Recording any changes to your Investment Strategy and providing relevant Minutes.
  • Preparation of any Minutes as required.
  • Applying for GST Registration, where required.
  • Updates to Fund Structure (e.g. adding new members, changing from individual to corporate trustee, etc) – extra costs may apply.

Designed & built by Jamie Hayman from RKDA, using WordPress, Gumby Framework, SASS, jQuery & CSS3 - RKDA