Reckon Docs Commentary


We've updated our SMSF Deed documents to improve definitions. 

Technical Details

Updated products

  • SMSF Deed (Standard)
  • SMSF Deed (Strategist)

Summary of updated documents

  • Deed (Standard)
    • v1.15.2 -> v1.15.3
    • definitions amended to improve wording
    • clause inserted around transfer balance records
  • Deed (Strategist)
    • v1.4.1 -> v1.5.1
    • definitions improved
    • added cascading provisions regarding nominations
    • ability to transfer super interest supporting an income stream to accumulation
Related Products: Reckon Docs