Change name of smsf

Add $for hard copy. Pricing includes GST. Deed of change of name. SMSF Change of Name. Other relevant information including link to the ATO form.

Trustee Resolutions to Change the Name of the Fund. While there are no restrictions on what name you can use for an. Any change in the directors of the company will not require a change to the company owner as trustee of the investment. You need to let the ATO know within days of changing your Superannuation Fund’s name. Documentation required to change the name that investments are held in.

Name change – I see problems in - Land titles Office. Share name changes and similar, - Lots more like rates and share unit trust along with shares. This is not a problem of eSuperfund. Trustees may need to consider whether they need to update the Title Records of any assets held by the Fund so that these reflect the correct names of the Trustees.

If a fund has individual Trustees this may be of particular importance as assets would be. Notify us of changes. You will need to check the terms of the trust deed to see how the deed can be varied to reflect these changes.

For further information, you can read the frequently asked questions on our website. For the purposes of the share registry this is a different entity so a new HIN is necessary. That causes its own set of problems. Normally the bank will require original or certified copies of the change of trustee documentation.

Some banks will be able to simply update the account name with the change of trustee. However, it is common for banks to require a whole new account to be established. Please do not send originals as they can be misplaced in the mail.

There may also be directors of a corporate trustee being appointed or removed during this process, in which case relevant documentation, generally governed by the. Click the arrow to the right of the Holding Field to open the assets list, then select the newly created asset (the one you just created with the new name and code). You can also use this form to change an individual trustee as a result of the death of a fund member. To change your own name , contact us. You must tell us of any officeholder changes within days to avoid late fees.

This deed should be written so it complies with superannuation legislation. They are merely the right to use a name , and not a separate legal entity. Will the shares be deemed as being sold and subject to CGT? Or is this just a transfer?

Employers can utilise this service to determine whether employer contributions qualify as superannuation guarantee payments.