Signing SMSF Deed Documentation

All parties to the Deed will be required to sign, including the trustees or directors of the corporate trustee and members.  In some cases, additional parties such as a Founder or employer sponsor may also need to sign as a party to the deed.

Through the upgrade process, we can arrange for the removal of any additional party that you may no longer wish to have included in the documentation – they will still however need to sign the updated deed as being removed in this process.

Who can witness the documents?

The requirements for individuals in relation to signing legal documents vary slightly from State to State. However, as a general rule a witness to the execution of a legal document should:

• be 18 years old or older;
• know the person whose signature they are witnessing;
• be satisfied as to that person's identity;
• not be a party to the document , that is, they should be signing the document only as a witness.

In addition to the above for Deeds, the witness should not be a beneficiary of the trust or fund (i.e. a member or nominated beneficiary of the member).