SMSF & Trusts

If an SMSF was set up a couple of years ago using LightYear Docs, would there have had to be a separate member application?

It would depend on whether that deed came with a member application and if they've signed it. If not you can do one now but you may need to ratify that they have been Members since the establishment of the Fund.

 

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: 17/01/2024