Changing the name for an existing SMSF can be done fairly quickly.
Once we have received the confirmation from you to change the name of your SMSF, we will email you the following documents to sign:
Documents for changing SMSF name:
Steps to follow for changing of the SMSF name by all members and trustees:
Services performed by iCare Super after receiving signed documents from trustees:
Costs for changing SMSF name:
The main task for changing the SMSF name is to make sure the new name will be updated with all the investment registries and banks etc. If the new name is not update promptly, the SMSF auditor may qualify the audit report and lodge a contravention report with ATO.