Change of Trustee - Death of a Member

This is the sample document where a member dies that acts as an individual trustee and the remaining trustee will either:

  • Add a replacement trustee to comply with the s.17A definition of the SMSF (within the 6 month timeframe); or
  • switch to a corporate trustee (sole director company or two directors).

The generated documents include:

  • Change of Trustee Deed
  • Trustee Minutes
  • Consent to Act (new trustee or directors)
  • Trustee declaration (pre-populated)
  • ATO change of details (pre-populated) [COMING SOON]

View the sample document

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