Super Fund Update Package

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Super Fund Update

Get your self-managed superannuation fund (SMSF) updated from $120. The SMSF update package includes up to date deeds to reflect current legislative changes. Our SMSF update service enables your deed to be updated and stored in your dashboard.

Trust documents are current and compliant with the relevant law.

Why update my SMSF?

The SMSF trust deed outlines the rules that govern your fund. It is important that your deed contemplates recent changes in superannuation legislation so the trustees of the fund are permitted to undertake particular actions. Superannuation legislation has evolved significantly – many old deeds may not have been drafted to cater for the continual changes in the law which may restrict the Trustees. By updating your deed it ensures your fund is current and compliant. This document may be used to:

  • Update your deed to comply with the current legislation
  • Update structure changes to your SMSF
  • Replace a lost SMSF deed
  • Secure dashboard & storage
  • Open for business 24/7
  • Comprehensive document set
  • Instant lodgement OR manual review
  • Blank templates
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from $120

Documents included with the SMSF Update Package

  • SMSF Trust Deed
  • Minutes of meeting
  • Complimentary template documents
How much does it cost to update a SMSF?
The SMSF update package starts from $120. Includes all super fund documents and complimentary templates ready to be downloaded in PDF format. We offer an optional printing service that will provide you with a tabbed leather feel burgundy folder that has all your documents printed and your trust deeds professionally bound.
How long does it take to update a SMSF?
The order form for a super fund update usually takes about 5 minutes to complete. Once your order is completed, you must send an email to orders@abbots.com.au with the entire SMSF deed attached. Within 1 business day, your order will be finalised. Once finalised, the PDF copy of the documents will be available in minutes. We will send you an email confirmation that everything is ready. If you require the full trust register, this will be carefully prepared and sent out within 1 business day and delivered using our secure couriers.
What information do you need to to update my SMSF?
Our complete SMSF update checklist can be downloaded here.
What happens if the trustees or members have changed?
SMSF updates can alter the deed to reflect any formal trustee or member changes that have occurred. A SMSF update does not formally remove or add the parties, a deed of variation must be done prior to updating. If you want to change the funds structure prior to updating, please follow the prompts under the Services page.
Do you offer discounts for bulk SMSF updates?
Yes, we offer discounts for bulk SMSF updates. Please contact us on (03) 9427 8888 or send an email to order@abbots.com.au to discuss.
Should I seek legal advice?
The summary displayed on this page is for information purposes only. Summary for SMSF updates should be considered general in nature, and should not be a substitute for professional legal advice. You must always seek your own independent legal, financial and accounting advice about your unique situation.
Quality Documents

We provide high quality documentation which is carefully drafted by our in-house lawyers. Other firms provide out of the box solutions for all clients, here at Abbots we provide tailored documents based your needs. We invest time in ensuring all documents are current and compliant.

Premium Service

We provide a premium service. We understand that each client has individual requirements and as such we tailor our service to ensure you are creating your documents in a timely and accurate manner. We pride ourselves on going the extra mile to ensure our clients are satisfied.

Instant Documentation

Our innovative platform allows for your documents to be created within minutes. Our easy online ordering system allows all your procedures to be stored indefinitely for you to download when you require.

Cost-effective

For over three decades Abbots has remained the most competitive provider of legal documentation. We constantly review our costs and ensure that our clients are not paying more than they have too.

Innovative

We provide integrations with our partners which makes ordering easier. Integration with BGL allows company file data to be exported into your software from the minute your company was incorporated.

Easy online ordering

We provide an easy ordering process that ensures our clients can efficiently place orders. Clients can also submit handwritten orders. All forms are easily accessible under our resources tab.

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