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Create your SMSF Deed of Variation online in minutes

Why do I need an SMSF Deed of Variation?

A SMSF Deed of Variation is used to update or replace your fund’s existing trust deed. Over time, superannuation laws and fund circumstances may change – making it important to ensure your deed stays up to date. NowInfinity’s premium deeds include up to date legislative, regulatory and strategic provisions as well as clear and practical estate planning options to trustees. Plus, integrations with Class Super and XPM streamline the ordering process – particularly for large volumes of deeds.

Update your SMSF with ease

Update your SMSF deed with confidence using our guided process. In just a few steps, you’ll receive a tailored Deed of Variation ready for trustee approval – helping your fund stay current and aligned with your goals. 

Other popular documents



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SMSF Deed of Establishment

An SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

Digital: $160 Inc GST
Slimline: $203 Inc GST
Binder: $260 Inc GST


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Investment Strategy

An SMSF Investment Strategy is a legally required document that outlines how the fund’s investments will be managed to meet its objectives.

 

Digital: $99 inc GST
Slimline: $142 inc GST
Binder: $199 inc GST


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Annual Pension Payment/Minutes

A formal record confirming the trustee’s decision to commence or manage a pension within an SMSF.

 

Digital: $110 Inc GST
Slimline: $153 Inc GST
Binder: $210 Inc GST


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Binding Death Benefit Nomination (BDBN)

A BDBN allows members of a SMSF, to formally direct the trustee on how their super benefits will be distributed when they pass away.

Digital: $99 Inc GST
Slimline: $142 Inc GST
Binder: $199 Inc GST


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SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

Designed for clients transferring their UK pensions into an SMSF, this deed streamlines the process, reducing time and costs.

Digital: $868 Inc GST
Slimline: $942 Inc GST
Binder: $978 Inc GST

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SMSF Deed of Variation

A SMSF Deed of Variation is used to update or replace your fund’s existing trust deed.

Digital:                       $160 Inc GST
Slimline:                    $203 Inc GST
Binder:                      $260 Inc GST

 

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SMSF Holding Trust

An SMSF Holding Trust is required when an SMSF uses a Limited Recourse Borrowing Arrangement (LRBA) to purchase an asset, such as property.

Digital:                       $440 Inc GST
Slimline:                    $483 Inc GST
Binder:                      $540 Inc GST

 

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SMSF Establishment with Special Purpose Corporate Trustee

Setting up an SMSF with a special purpose corporate trustee offers greater flexibility, simpler administration and long-term benefits compared to individual trustees.

Digital:                       $868 Inc GST
Slimline:                    $942 Inc GST
Binder:                      $978 Inc GST

NowInfinity Documentation Suite Benefits

  • Complete suite of SMSF setup documents

  • Quickly and easily set up bank accounts, ABN and TFNs

  • Order Pay As You Go documents with no lock in contracts

  • eSignatures and SMS reminders included at no additional cost

  • Legally reviewed documents for peace of mind

  • Customise documents with your branding

All Self Managed Super Fund Documents (SMSF)

  • SMSF Deed of Establishment

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST
    Buy now

    A SMSF is a superannuation trust structure which allows the SMSF’s members to control the investment decisions made in relation to their retirement savings.

    Buy now

  • Investment Strategy

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
    Buy now

  • Trustee Consent and Member Application

    • Digital:$99 inc GST
    • Slimline:$142 inc GST
    • Binder:$199 inc GST
    Buy now

  • Change of Trustee

    • Digital:$220 inc GST
    • Slimline:$263 inc GST
    • Binder:$320 INC gst
    Buy now

  • SMSF Deed of variation

    • Digital:$160 Inc GST
    • Slimline:$203 Inc GST
    • Binder:$260 Inc GST
    Buy now

  • Annual Pension Payment/Minutes

    • Digital:$110 Inc GST
    • Slimline:$153 Inc GST
    • Binder:$210 Inc GST
    Buy Now

  • Binding Death Benefit Nomination

    • Digital:$99 Inc GST
    • Slimline:$142 Inc GST
    • Binder:$199 Inc GST
    Buy Now

  • SMSF Establishment (ROPS^) with Special Purpose Corporate Trustee

    • Digital:$868 Inc GST
    • Slimline:$942 Inc GST
    • Binder:$978 Inc GST
    Buy Now

Frequently Asked Questions

Can I vary any part of my SMSF deed?

Generally yes, but it depends on the powers granted in your current deed. Some older deeds may have limitations on what can be varied or how.

Does a Deed of Variation need to be lodged with the ATO?

No, but it should be retained with the fund’s records and may be requested during an audit or review.

How often should I update my SMSF deed?

There’s no fixed rule, but it’s good practice to review it every few years or when significant changes occur in super law or fund strategy.

What is an SMSF Deed of Variation?

It’s a legal document used to amend or replace the trust deed that governs your SMSF.

Why would I need to vary my SMSF deed?

You may need to vary your deed to comply with legislative changes, introduce new pension types or allow for new investment options.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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