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ARTICLE · 15 FEBRUARY 2024

It Depends – Do I need to update my superannuation fund trust deed?

Cooper Grace Ward
Cooper Grace Ward
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Cooper Grace Ward

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Three key dates to think about when looking through your client's superannuation fund trust deed.

AustraliaFinance and Banking
Nathan Rutherford
Nathan Rutherford
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In this edition of 'It depends', lawyer Nathan Rutherford talks about whether you need to update your superannuation trust deed.

Nathan, along with Sacha Robinson and Steven Cawood, will be covering this topic in more detail during their session 'Trust deed update – how to know ...', at our Annual Adviser Conference on 21 and 22 March. Register now to attend live at Sofitel Brisbane or virtually.

Video transcript

Hi. Welcome to It depends. At this year's Annual Advisor Conference on the 21st and 22nd of March, Sasha Robinson, Steven Cawood and I will be doing a short, practical seminar on when your trust deeds need to be updated. I'll be talking about self-managed super funds. So, today the question is: do I need to update my super fund trust deed? The answer is: it depends. I'll be talking about a few things at the advisor conference. But, today I wanted to leave you with three key dates to think about when looking through your client's trust deeds.

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© Cooper Grace Ward Lawyers

Cooper Grace Ward is a leading Australian law firm based in Brisbane.

This publication is for information only and is not legal advice. You should obtain advice that is specific to your circumstances and not rely on this publication as legal advice. If there are any issues you would like us to advise you on arising from this publication, please contact Cooper Grace Ward Lawyers.

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