Change of fund name - FAQ

Product type:       Complimentary document 

This FAQ outlines the steps required to change the name of a Self Managed Superannnuation Fund (SMSF) and provides answers to important questions such as:

• Does the change of fund name have any regulatory implications?
• How is the ABN register updated?
• What happens if the ATO is not notified of the change?
• Must members and beneficiaries be notified of the change of name?
• Must existing document be updated?
• Is a deed required to effect the name change?
• What if a bank or other third party does not accept a written resolution as sufficient evidence of the change of fund name?

To access our complimentary FAQ please click on the order button to arrange immediate access and to download your complimentary copy.

And for information or assistance with changing a SMSF fund name please call SUPERCentral on 02 8296 6266 or click on make an enquiry.