What does an SMSF trustee(s) need to do if a member or one of the beneficiaries changes their name due to marriage?
The trustee of the SMSF will need to record the name change in trustee minutes. However, there is no need to do a Deed of Variation or amendment to the SMSF’s deed. Further, if you have not recently updated your SMSF’s deed, then you may wish to order a SMSF Update with Cleardocs. When completing the interface, enter the person’s current legal name. There is no provision to include previous names in the Cleardocs’ interface.
