The level of detail needed for investment documents for an SMSF is determined by the fund’s trust deed, its investment strategy and the requirements of the tax and superannuation legislation, a technical expert has warned.

A technical expert has identified a possible problem with the information kept and made available to SMSFs by platform and wrap providers regarding the data needed if a particular fund has opted to take advantage of the capital gains tax (CGT) provisions contained in the super reforms.

Legal document provider Topdocs has extended its range of integration tools to include BGL’s cloud company compliance software, CAS 360.

SMSF trustees should check their latest SMSF deed to ensure it is properly dated and signed as unsigned or undated deeds can result in the fund being non-compliant, an SMSF specialist adviser has warned.

An SMSF change of trustee document could be a “time bomb” if not properly drafted by a lawyer, due to the numerous hurdles to overcome in order to ensure a valid removal and alteration.

SMSF administration developer BGL Corporate Solutions and SMSF specialist firm Heffron SMSF Solutions have announced the availability of Heffron’s actuarial certificate service through BGL Simple Fund 360.

Legal document provider Topdocs has released a new platform that enables financial planners and accountants to request online and full-service estate planning documentation and other services, including wills and enduring powers of attorney (EPOA).