Ways to use SMSF Trust Deed
- Populate Cassandra's standard self-managed superannuation fund deed.
- Record the fund purpose, establishing principal and up to six members.
- Capture requested changes to named clauses and update the deed brief.
Agreements & deeds
SMSF Trust Deed Drafting
Prepare an SMSF trust deed draft with Cassandra. Collect the fund, trustee and principal details plus up to six members for a structured standard deed workflow.
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Prepare a self-managed superannuation fund trust deed draft using the proposed fund name, purpose, trustee, establishing principal and member details. Cassandra populates its standard SMSF deed template and records requested clause changes in a structured brief. Its current workflow collects up to six members and corporate trustee details. Treat the result as an AI-generated starting format for review: a deed alone does not register the fund, establish compliance or decide whether an SMSF is appropriate for the members.
Use the workflow below to prepare the relevant facts and identify the parts of the output that need your review.
What to bring to the conversation
- Fund name and purpose, establishment date and principal details.
- Trustee name, ACN, address, member names and member addresses.
- Required director and preparing accounting or legal practice details.
What to check before using the output
- Check trustee structure, membership and execution against the fund's actual arrangements.
- Resolve incomplete details and obtain a review of the deed's suitability for the intended fund.
Fund, trustee and members
Have the fund name, purpose, establishment date, trustee company and ACN ready, along with the principal's details and each proposed member's name and address. The current template is framed around a corporate trustee and member directors. A different trustee arrangement needs specific review instead of assuming it is supported by the standard intake.
Governing rules to examine
The template addresses membership, trustee powers, contributions, benefits and fund administration. Review the wording against the intended fund arrangements and the superannuation law that applies at the time of use. Recording a desired clause change does not establish that the fund may lawfully carry out a proposed investment, borrowing or benefit payment.
Establishment and continuing responsibilities
Arrange legal review and proper execution before relying on the deed. Trustee appointments, declarations, registrations, investment strategy and other establishment records must be dealt with separately as required. Trustees remain responsible for fund compliance and administration, even when they engage external help; the draft is not ongoing SMSF administration or financial product advice.
SMSF Trust Deed: frequently asked questions
An SMSF deed sets out governing rules for the fund. Cassandra's standard template addresses the proposed fund's purpose, membership, trustee powers, contributions, benefits and administration. Those rules must be reviewed alongside applicable superannuation law and the fund's actual arrangements; generating the document does not certify compliance.
Cassandra's current intake collects details for one to six proposed members. You will need each person's name and address, plus the fund, principal and trustee details. The number entered is not confirmation that the proposed membership and trustee structure satisfy all SMSF eligibility requirements.
The current template and intake are framed around a corporate trustee, including its ACN and director details. Do not enter a person's name in company fields to represent individual trustees. If individual trustees are intended, obtain specific document and structure review before proceeding with this standard format.
The principal is the person identified in this template as requesting establishment of the fund. The principal's name and address are collected separately from the trustee and members. That label does not replace trustee appointment, member consent or the separate establishment steps the proposed fund requires.
No. The document workflow does not apply for the fund's ABN or TFN, make an election for regulation or register a trustee company. Required registrations, appointments, declarations and supporting records must be completed separately. Generating or signing the draft also does not confirm that the fund is eligible to receive rollovers or contributions.
Do not assume a new fund deed can replace an existing SMSF deed. The existing deed, amendment powers, earlier variations and fund history need review before any change. Describe the intended use and obtain legal support to establish the correct amendment process rather than treating a newly generated establishment draft as an automatic update.
No. A deed is one part of the fund's documentation. Depending on the circumstances, trustee declarations, an investment strategy, member records, financial accounts, returns, audit work and other records require separate attention. Trustees remain responsible for compliance even when they use software or engage professionals for assistance.
No. This service produces an AI-generated document draft akin to a format or template; it is not a legal service or personal financial product advice. You may contact a legal practitioner for further support with the deed and an appropriately licensed financial adviser for advice on whether an SMSF suits your circumstances.
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