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Cleardocs now offers Change of Trustee documents for SMSF's.  You can use the Change of Trustee package to:

  • replace individual trustees with a corporate trustee
  • replace a corporate trustee with individual trustees
  • remove trustee
  • retire trustees
  • add trustees.

The Change to Trustee package contains all documents necessary to record the change, including:

Trustee consent forms; ATO Trustee Declaration Form; Member applications; Trustee minutes and Change of Trustee Deed.

If the change is from "a corporate trustee to individual trustees" or from "individual trustees to a corporate trustee" then:

  • the Change of Trustee Deed also tailors the fund's existing deed to the new situation and updates the fund's deed to the latest version of the Cleardocs deed; and
  • the document package includes the new version of the fund's deed.
More information and details about how to purchase the form are here
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