Strategist SMSF Trust Deed
Reckon Docs Strategist SMSF Deed is a premium deed, prepared and maintained by Robert Richards & Associates and is regularly reviewed by a panel of SMSF experts to ensure it is always up to date with latest legislation and strategies.
The Strategist deed has 3 key attributes that set it apart from other SMSF Trust Deeds:
1. Education
2. Strategy
3. The support of a panel of experts
The Strategist SMSF Deed has been developed by SMSF specialists and advisors in order to implement today's SMSF strategies for clients as well as incorporate future strategic opportunities. The Strategist SMSF Deed also undergoes regular reviews by a panel of SMSF experts to ensure it is always up to date with the latest legislation and strategies.
The format of the Strategist SMSF Deed includes clear and simple product disclosure information, which greatly assists clients' understanding of the benefits available to them within their SMSF, the importance of their trust deed, and their responsibilities as trustees.
Other features include:
- Educational format assisting both advisers and trustees
- Comprehensive Product Disclosure information including a DVD presentation, general memorandum and written explanations of the fund's rules
- Flexible succession planning
- Automatic update notification service
- Additional minutes to assist with new members and making contributions
- Trustee flexibility in the administration of the fund
- Ability for spouses to split super contributions between accounts and trusts
- Ability for trustee to adopt changes in legislation without amending the deed