Australia's legal information and law firm referral service
AussieLegal.com.au
call 1300 728 200  
 
  FAQ FAQ  Forum Search   Register Register  Login Login

SMSF Bank Account name

 Post Reply Post Reply
Author
  Topic Search Topic Search  Topic Options Topic Options
Barry View Drop Down
Newbie
Newbie


Joined: 06/December/2006
Location: Australia
Posts: 10
  Quote Barry Quote  Post ReplyReply Direct Link To This Post Topic: SMSF Bank Account name
    Posted: 10/November/2011 at 09:03
Must SMSF bank accounts (and other SMSF bank investments such as term deposits) be in the name of the trustees eg "John Andrew and Mary Jane Smith ATF Smith Superannuation Fund" or can they be in the name of the SMSF only eg "Smith Superannuation Fund" or are both methods acceptable?

Edited by Barry - 10/November/2011 at 17:33

 

AussieLegal DIY Legal Kits and Paralegal Services

DIY Probate - $250 & full paralegal service - $600 - save up to 90% in legal fees

Letters of Administration - $1,250 - full paralegal service - save thousands in legal fees

Pre/Post Nuptial Agreements, fully certified & enforceable - $1,350

De Facto Agreements, fully certified & enforceable - $1,350

DIY Wills and Powers of Attorney from $29.95

Divorce and Family Law Kit - case studies & property settlement calculator - $49.95

Consent Orders - financial separation and parenting orders - $725 - full paralegal service

 

 Back to Toptop

rambler1 View Drop Down
Legal Guru
Legal Guru
Avatar

Joined: 01/May/2006
Location: Australia
Posts: 1694
  Quote rambler1 Quote  Post ReplyReply Direct Link To This Post Posted: 10/November/2011 at 14:01
must be in the name of the trustees   i.e joe bloggs as trustee for the Bloggs fund.
Luke 11 46: Woe unto you also, ye lawyers! For you load men with burdens that are difficult to carry, and you yourselves won't even lift one finger to help carry those burdens.

 

AussieLegal DIY Legal Kits and Paralegal Services

DIY Probate - $250 & full paralegal service - $600 - save up to 90% in legal fees

Letters of Administration - $1,250 - full paralegal service - save thousands in legal fees

Pre/Post Nuptial Agreements, fully certified & enforceable - $1,350

De Facto Agreements, fully certified & enforceable - $1,350

DIY Wills and Powers of Attorney from $29.95

Divorce and Family Law Kit - case studies & property settlement calculator - $49.95

Consent Orders - financial separation and parenting orders - $725 - full paralegal service

 

 Back to Toptop

tonypelicon View Drop Down
Newbie
Newbie


Joined: 16/November/2011
Location: Australia
Posts: 1
  Quote tonypelicon Quote  Post ReplyReply Direct Link To This Post Posted: 16/November/2011 at 10:05
Congratulations for this great website

 

AussieLegal DIY Legal Kits and Paralegal Services

DIY Probate - $250 & full paralegal service - $600 - save up to 90% in legal fees

Letters of Administration - $1,250 - full paralegal service - save thousands in legal fees

Pre/Post Nuptial Agreements, fully certified & enforceable - $1,350

De Facto Agreements, fully certified & enforceable - $1,350

DIY Wills and Powers of Attorney from $29.95

Divorce and Family Law Kit - case studies & property settlement calculator - $49.95

Consent Orders - financial separation and parenting orders - $725 - full paralegal service

 

 Back to Toptop

 Post Reply Post Reply

Forum Jump Forum Permissions View Drop Down

 
 
 site map Copyright © 2003-2011 AussieLegal Pty Ltd 
Innovation By Design - Enov.com.au