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Leading Member Kit – Upgrade of SMSF Deed and Corporate Trustee to Leading Member control

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Leading Member Kit – Upgrade of SMSF Deed and Corporate Trustee to Leading Member control

$198.00

The Leading Member controls the Trusteeship of the Fund as well as who the members of the Fund are (generally lineal) and what happens in the event of divorce, dementia or bankruptcy. The Leading Member has the power to deem a person, such as their spouse, as lineal.

One of the most important things for a high-net-worth client with sizeable SMSF member balances, is to provide asset protection and pass their wealth onto their lineal descendants.

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Description

The Leading Member SMSF is an SMSF that focuses on the succession of an SMSF to lineal descendants of the Leading member and the passing of superannuation benefits to lineal descendants, via pensions or lump sum distributions.

This upgrade RPA kit is packaged with an upgrade to the Leading Member SMSF Deed and the added benefit of the Leading Member SMSF Special Purpose Corporate Trustee. This kit also includes template strategy text for use in client file notes, advice documents and the likes.

Prior to proceeding, you should determine that the existing Trust Deed allows the trustee to vary the deed (as defined in the Substituted Governing Rules of an existing fund). The rule under which this is noted will be referenced in the assembled documentation.

► $198.00 (inc GST) – OR provided under your unlimited membership (exc ASIC fee)

► The master document has been signed off by Abbott & Mourly and is congruent with Australian law.

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