SMSF services

Once there has been a change in the trustee/s of an SMSF the Australian Taxation Office (ATO) requires all fund assets to be held in the name of the new trustee, including all individual trustees.

Please note: Clients should consider whether this document is suitable for use in respect of NSW property as from 1 July 2022 the document may be subject to ‘ad valorem’ duty levied by Revenue NSW.

We are able to assist you with the documents required by an SMSF to apply for concessional stamp duty under the relevant Duties Act when property is transferred into the fund, either by contribution or purchase, from a member.