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SMSF Trust Deed Upgrades
SMSF Trust Deed Upgrades

Intello can assist with the amendment / upgrade of an SMSF trust deed on a client by client basis or bulk across all your clients.

Intello Robot avatar
Written by Intello Robot
Updated over a week ago

To request an update of an SMSF trust deed for your client, please login to our Adviser Portal and complete an Update Trust Deed form.

You will need to complete the relevant details relating to the client and provide the most recent copy of the trust deed (unless we have a copy on file already).

Costs to amend an SMSF deed are:

  • Soft copy PDFs - $275

  • Hard copies - $385 

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