Documentation

  • Ensuring there are no breaks in the SMSF Documentation Chain

    It’s important to be aware of the fact that any weak links in your client’s SMSF documentation chain could break their entire estate plan.

    SMSF specialists have a duty to keep things on track and ensuring estate planning documentation is in order is essential. 

    It is critical to review all of the documentation for the SMSF, not just the deed but the entire chain of documents. While the trust deed is important, it is important to check the previous documents to ensure there are no issues in the paper trail and the latest documents are valid if changes have been made.

    What documents should be in your SMSF estate planning file:

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