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Ordering Superannuation - Security Trust Bundle (for an existing Super Fund)

• Superannuation - Security Trust Bundle (for an existing Super Fund)

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  - Unselect the documents you do not wish to order. - If you have completed a Client Fact Find, on the next page a Choose Reference button will appear. - Click on it and a window will appear with your Client Fact Finds. - Any Client Fact Find that has not been returned to your MyOrders page, will not appear. Select the relevant Client Fact Find and it will automatically populate many (BUT NOT ALL) of the fields required in these documents. - Please check that all relevant fields have been completed as you work your way through the documents. Change anything you want to.
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  Superannuation - Security Trust Letter [CP] A comprehensive letter that sets out the procedure to be followed and the documents required to allow your super fund to borrow Superannuation - Security Trust (also called Bare Trust) This trust is central to the procedure that a superannuation fund has to follow to borrow Superannuation - Variation updating the whole SMSF Deed 2023 [CP] When you need to bring your existing Superannuation Deed up to date..... Superannuation - Investment Strategy [CP] Every Superannuation fund is required by law to have an investment strategy.... Superannuation - Declaration of Trust (Landgate (Western Australia) Form) Landgate Approved Form - T2 (Transfer)

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