Discretionary Trusts and other Trusts
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      How to Replace Individual Trustee with an Existing Company and Change of Trustee for SMSF

      Plus Upgrade Deed

      To replace an individual trustee with an existing company and change of trustee for SMSF, you need to follow the below steps:

      1. Change company to SMSF - You can find this document when logging into your account via the Document Wizard in Templates / Company Variation, Upgrades and Admins / SMSF Companies folder or simply search: 'Company Constitution Variation to LightYear Docs SMSF Special Purpose Company'
      2. Change of Trustee - You can find this document when logging into your account via the Document Wizard in Templates / SMSF Establish, Maintain & Upgrade / Standard SMSF and Documentation and Minutes or simply search: 'Change of Trustee for SMSFs'
      3. Upgrade deed - You can find this document when logging into your account via the Document Wizard in Templates / SMSF Establish, Maintain & Upgrade / Standard SMSF and Documentation and Minutes or simply search: 'SMSF Deed of Variation'

       

       

      Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
      Reviewed: 18/01/2024