| Description | Softcopy* |
|---|---|
| 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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