Ph 0266 55 6659 Fax 0266 555 606
Em john@shelfcoys.com.au ABN78 106 239 758
Below is the index for the deed showing the workings of the deed.
All 'Notices' are included as part of the deed structure and we supply enough extra copies for the Deed
to function well ino the future. Any problems or queries you should ring me at the number above.
| SELF
MANAGED SUPERANNUATION FUND COPY DEED |
Table Of Contents
1.
Establishment of Fund
1. Initial
Trustees
2. Object
of the Fund
2. Eligibility
and Membership
1. Who
can be a member
2. Becoming
a member
3. Spouse
and Child memberships
4. Information
given to new members
5. Termination
of membership
3. Duties
of Trustees
1. General
trustee responsibilities
2. Covenants
imposed on trustees
3. Who
is eligible to be appointed a trustee
4. Dismissal
and termination of the trustee
4. Trust
Fund Accounts
1.
Members
Accounts
2.
General
Reserve Account
3.
Special
Equalization Account
5. Contributions
1. Member
contributions
2. Employer
contributions
3. Other
contributions
6. Benefit
entitlements
1. Retirement
benefits
2. Minimum
benefits; Commutation
3. Other
benefits and entitlement a member may receive
4. Transferring
benefits including rollover
5. Commutation
of Pension and Reversionary Beneficiaries
7. Investment
Strategy
8. Operation
Standards
1. Admission
of members
2. Establishment
of Account
9.
Accounts and Records of the Fund
1. Duty
to keep minutes and records
2. Duties
for reporting to members.
3. Duty
to keep accounting records to enable accounts to be properly audited
4. Duty
to seek information on investments
5. Duties
to notify Regulator of significant adverse events
6. Duty
to notify Commissioner of Taxation of change in status of entity
Definitions;
Application Forms; Death Benefit Nomination Forms
The Deeds come with Investment Stratergy Request;Product Disclosure Statement;Binding Death Beneficiary Notices,,
Acceptance Form and Definitions. We Include enough Stationary for the Fund for 3 years,
(A Total of 40 or more Pages) These forms are part of the Deed and must accompany the Deed when signed or initiated! .
They all form the major part of the Trustee Company's Constitution! Dont forget the full service of obtaining the Fund's Aust Business Number.
All Tax Office Numbers including GST are initiated by us.You will receive confirmation of the fund's ABN when we Initialise the
Deed, and then these certificates are posted to you from the ATO within about a week.(The ABN will be available on the Business Portal at www.abr.gov.au and then to Search. within the day we apply for you.)
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