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Lump Sum Kit

 

DescriptionSoftcopy*
Lump Sum Kit$440
* Add $75 for hard copy per product

This Kit provides a single-use licence only for one member of one SMSF (eg, to document one lump sum payment for one SMSF member).

Overview

  • contains guidance and template documentation on the payment of a lump sum.
  • A checklist outlines each stage of the process and the relevant steps

What’s included

  • guidance on how to complete the documents and a completion checklist
  • letter of request from the member
  • trustee resolutions

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