SMSF Restructuring Services
Your circumstances change, and your SMSF may need to change with them. UV TAX handles SMSF restructuring — from changing trustees to updating your deed — so your fund stays compliant.
✓ Free consultation✓ Free fixed-fee quote✓ Compliant changes, done right
When your SMSF may need restructuring
- Changing from individual trustees to a corporate trustee
- Adding or removing members, including after separation or death
- Updating an old trust deed to meet current rules
- Starting a pension or changing pension arrangements
- Simplifying the fund before winding it up
Our SMSF restructuring service
Trustee changes
Corporate trustee setup and transfer of assets into the new trustee name.
Deed upgrades
Your trust deed reviewed and updated.
Member changes
Adding, removing or exiting members correctly.
Pension changes
Pension commencements and documentation.
Records & notifications
Minutes, resolutions and regulator notifications prepared.
Annual compliance
Accounts, audit and annual return handled each year.
Learn more →Why choose UV TAX for your SMSF
- Offices in Truganina and Point Cook, plus phone and online meetings Australia-wide
- Rated 5.0 by our clients on Google
- Registered tax agent with a Xero certified team
- Annual accounts, tax return and independent audit coordinated for you
- Free consultation and a free fixed-fee quote
- Plain-English explanations of your obligations as trustee
Who we help
Couples & families
Members who want to manage retirement savings together.
Business owners
Owners considering business real property in their SMSF.
Retirees
Members starting or managing pensions from their fund.
How it works
Free consultation
Call 0466 268 405 and tell us what you need. No cost, no obligation.
Free fixed quote
We give you a clear, fixed-fee quote before any work starts.
We do the work
Our team prepares everything and keeps you updated along the way.
Lodged & done
We finalise and lodge on time, and explain the outcome in plain English.
Book a free consultation & get a free fixed quote
Speak with UV TAX today. Call us for a free consultation and a free, no-obligation fixed quote.
0466 268 405Frequently asked questions
Do I need to update my SMSF trust deed?
Older deeds may not reflect current super rules. We review your deed and recommend an update if needed.
Can I change to a corporate trustee?
Yes. We set up the company, prepare the documents and help transfer asset ownership into the new trustee.
How much does it cost?
Call 0466 268 405 for a free consultation and a free fixed-fee quote.