Get the free Change of Trustee - Self Managed Superannuation Fund (smsf) Application Form
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Complete the Change Of Trustee application form for your Self Managed Superannuation Fund. Ensure compliance with the Superannuation Industry Act, 1993.
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What is change of trustee?
A change of trustee refers to the process of replacing one trustee with another in a trust agreement.
Who is required to file change of trustee?
Typically, the current trustee, the new trustee, or the trust’s grantor may be required to file a change of trustee, depending on the specific trust provisions and local laws.
How to fill out change of trustee?
To fill out a change of trustee, one usually needs to complete a specific form provided by the relevant authority, providing details of the old and new trustees, the trust name, and any other required supporting documentation.
What is the purpose of change of trustee?
The purpose of change of trustee is to ensure that the trust is managed by a person or entity that is capable and trustworthy, and to reflect any changes in circumstances, such as the resignation, incapacity, or death of the current trustee.
What information must be reported on change of trustee?
Information that must be reported typically includes the names and addresses of the old and new trustees, the trust name, and the date of the change.
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