Switching your SMSF to a corporate trustee

Key Points Step-by-step guide to switching from individual trustees to a company The ease of the task will depend on your circumstances We highlight the pitfalls to be avoided In Why your SMSF needs a corporate trustee we argued the case for having a company as the trustee of your SMSF. If you’re just establishing your SMSF it’s a piece of cake, but it’s not so easy to switch if you’ve already set it up. Here then, is our step-by-step guide. Check the trust deed The first step is to check your trust deed. It’s the ‘how to’ manual...

In Why your SMSF needs a corporate trustee we argued the case for having a company as the trustee of your SMSF. If you’re just establishing your SMSF it’s a piece of cake, but it’s not so easy to switch if you’ve already set it up. Here then, is our step-by-step guide.

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