About our Superannuation Funds

Does your superannuation fund trust deed give you the flexibility to take full advantage of the structuring options available to you?

Our trust deed contains provision for:

• payment of fixed term complying pensions and flexi-pensions;
• allocated pensions (check you older deeds - some, surprisingly, do not contain adequate provision for payment of allocated pensions)
• binding nominations of beneficiaries for death benefits;
• acceptance of spouse contributions (including admission of a non-working spouse as a new member);
• more flexible membership classes;
• surcharge deferral strategies; and
• excess benefits strategies.

Whether you know already that you will need one or more of these features, or just want to leave your options open, updating your deed could give you a broader range of choices in retirement.  We can arrange to amend existing deeds at a reasonable cost.

To see if your fund will be classified as a Self Managed Superannuation Fund check these flow charts:-

• Single Member Funds

• Funds with more than One Member

If you are unsure please check with our office.

More recent information on changes to legislation can be obtained from our legal resource page.

• Legal Resources