Are you considering changing the trustee or members of your SMSF? OR
Are you required to make changes to your SMSF to comply with Family Court Orders, a Binding Financial Agreement, or to meet auditor or lender requirements?
DGF Morgan provides legal support for SMSFs, helping clients navigate the complex regulatory environment governing self-managed superannuation. Our services include amending governing rules, changing trustees and preparing documents in relation to membership changes. We also assist with preparing documents in relation to holding trusts, errors in prior documents and lost documents.
Ensure amendments to your SMSF governing rules are made in accordance with the variation power in the current governing rules.
Facilitate changes in SMSF trustees with precise legal guidance, ensuring compliance with regulatory requirements.
Address errors in SMSF documentation through rectification documents, ensuring accuracy and compliance with legal standards.
Manage changes in SMSF members effectively, ensuring all legal procedures are followed to maintain operational integrity.
Navigate the establishment and management of bare or holding trusts.
