Monday, January 19, 2015

Changing the name of an SMSF

Grant Stoddart - Customer Service Representative

Hello everyone, I hope you all had a happy and relaxing holiday season.

As the newest member of the Cleardocs team, I began my induction in early November 2014. 

I’m really enjoying getting more familiar with our products, which are a refreshing change from my previous customer service experience in the telecommunications and insurance industries.

Outside of work I enjoy travelling, hiking, camping, listening to music, playing video games and dabbling in astronomy.  I’m looking forward to the new experiences and challenges that this new year will bring.

Recently we’ve been receiving a few enquiries regarding changing the name of an SMSF or removing a member from an SMSF. You will need to check the terms of the trust deed to see how the deed can be varied to reflect these changes. For further information, you can read the frequently asked questions on our website. If you require a deed of variation, please contact our helpdesk on 1300 307 343 and we can arrange a referral to Maddocks for a quote.

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