Question 3 – Have you checked your SMSF trust deed?

Topic Progress:

Review your SMSF trust deed to ensure that the rollover can be accepted and to identify any procedures that need to be complied with by your SMSF.

 

If there is any doubt, we encourage you to check with your financial advisor who can assist you to comply with any requirements per your deed, taking into consideration your specific circumstances. Alternatively, find your nearest SMSF Specialist using the SMSF Association’s Find a Specialist function.