Change of SMSF trustee with change of member

This tailored service includes legal review and tailoring

Please use this form to change the trustee of an SMSF from an individual to a corporate trustee, or to change a corporate trustee to an individual, with a change of member.

The change of trustee document set includes:

• member application
• Product Disclosure Statement
• letter of advice and explanation
• trustee minutes
• deed of change of trustee
• ATO form - Trustee Declaration

For more information please call  02 8296 6266