MGS is fast becoming the preferred provider of SMSF Deeds to Accounting, Law and Financial Planning Practitioners.
Our deed contains all the essential requirements and leaves out the pages that others use to fill the binder. This avoids repetition and the need for repeated updates. It also means our deed is easy to read.
Just 15 pages and doesn't mention old taxable pensions, employers-sponsors and repeat law that shouldn't be in any deed. Best of all it comes complete with:
Many deeds in the market are drafted on the basis that every possible outcome and concession needs to be in the deed. This is not true. A superannuation deed should only have the basics of what is required, including the covenants of section 52 of the Superannuation Industry (Supervision) Act 1993. What is important is that the SMSF deed has wide powers of variation so that any amendment may be made.
An SMSF update from Macquarie Group Services replaces all the old clauses with a modern short form deed. MGS offer tools to assist your firm to do this with pro-forma letters and an option to revenue- share to cover your overheads associated with SMSF updates. Update using our simple spreadsheet method. MGS supply each Update with a new SMSF binder containing durable labelled tabs with a Deed of variation plus replacement Deed, Copies plus access to every kit.
Volume pricing options are available on request. Updates have full access to ALL kits outlined above.
The MGS SMSF Special Purpose Company is a cost-effective way to avoid the long term problems associated with changing every investment and bank account when a new member joins, a member departs or a member dies. This company receives the annual concessional company registration fee and avoids the concern with changing investment records at high cost (and complexity). Features of our SMSF Special Purpose Company include:
To order a Superannuation or any of our other products and service, please create or sign in to your Macquarie Group Services account here.
