Staying on the Right Side of SMSF Compliance
The ATO’s increased focus on market valuations, asset titles, contributions, and other key areas makes it essential to stay up to date with the latest regulatory requirements.
Our legal team review all deeds for the trust, including the original trust deed establishing the trust and any amendments. A full list of matters that will be reviewed can be found here.
The Trust Evolve™ Report provides a detailed explanation of the Expert Review by the legal team and advises of any changes made to the deeds by way of the Amendment.
The Trust Evolve™ Amendment makes changes to the trust deeds, based on matters identified in the Expert Review (and outlined in the Report).
The Trust Evolve™ Distribution Guide delivers risk mitigation strategies and solutions including a Risk Assessment Checklist, Distribution Commentary, Distribution Templates and Template Beneficiary Letters.