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Great deeds - The SMSF deed health check presentation


How good is your super fund deed? Is your deed due for an update? With this presentation, learn what should be in the deed and what is better left out.

This presentation covers:

  • the structure of a SMSF deed and identify the good and bad drafting points
  • examples of poorly drafted or out of date clauses as well as examples of overdrafted deeds
  • highlights key strategies that only work if permitted by the deed.

Author profile

Scott Hay-Bartlem CTA
Scott is a Partner with Brisbane law firm Cooper Grace Ward Lawyers. Scott and his team specialise in assisting accountants, financial planners, lawyers and other advisers with issues that affect their clients. These include tax and superannuation advice, estate planning, business succession and asset protection, restructuring, business sales and purchases, company, trust and superannuation fund establishment and commercial documentation. - Current at 26 September 2017
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This was presented at Hands On Super - A Practical Guide For You And Your Practice .

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Individual sessions

Great deeds - The SMSF deed health check

Author(s):  Scott HAY-BARTLEM

Materials from this session:

Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:

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