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Reckon Docs Commentary

Overview

We've updated our SMSF documents to improve consistency across all our documentation.
The invoice has been refreshed and simplified. 
Documents have been improved to support greater coverage of SMSF structures. 

Technical Details

Updated products

  • SMSF Trust Deed (Standard)

Summary of updated documents

  • Invoice
    • Document refresh (colours, images, and layout)
    • Updated details of fee components (renamed labels, split discount, included product description and delivery method)
    • Removed payment options (card, phone, and cheque)
  • Stamp Duty
    • Updated to reflect the latest fees quoted by each state/territorial body
  • Guide
    • Updated to reflect the changes to document names
  • Trust Deed (v1.15.0 -> v1.15.1)
    • Execution page moved to the end of the document
    • Schedule moved to the end of the document
    • Version updated to include customer's order number
  • Document execution
    • Execution clauses updated across all documents where applicable
    • Added date placeholders for all execution clauses where applicable
  • Product Disclosure Statement
    • Updated the number formats
    • Trailing blank page at the end of PDS to ensure each member's respective document has their own page numbering
  • Minutes and Resolutions
    • Greater coverage on a range of SMSF entity structures (Minutes of Meetings; Minutes of Directors' Meetings; and Resolution of Sole Director of Trustee Company)
    • Added a statement to define the parties' capacity (e.g. as trustees; OR as directors of trustee company; OR as sole director of trustee company)
  • ATO Trustee Declaration Form (NAT 71089-08.2014 -> NAT 71089-04.2019)
    • Updated to use latest ATO form
  • Binding Death Benefit Nomination forms
    • Added section to cater for cascading nominations
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