Change of SMSF Trustee

$385.00 - $495.00

To change the trustee of an SMSF from an individual to a corporate trustee, or to change a corporate trustee to an individual, please use this form.

Your document pack includes:

  • Member application
  • Product Disclosure Statement
  • Letter of advice and Explanation
  • Trustee minutes
  • Deed of Change of Trustee
  • ATO Form
  • ATO Form - Trustee Declaration

Change of SMSF Trustees without Change of Members: $385.00
Change of SMSF Trustees with Change of Members: $495.00

Documents will be available on your My Account page within 3 business days unless otherwise advised.