Corporate trust

Discussion in 'Superannuation, SMSF & Personal Insurance' started by Ernest, 15th Nov, 2017.

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  1. Ernest

    Ernest New Member

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    15th Nov, 2017
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    I have set up a company (corporate trust) as trustee for an existing super fund. My share portfolio is gradually transferred to the company. In the past, my investment strategy statement refers to the super fund. Now that I have a corporate trust, should the investment strategy statement refer to the company or super fund? Thanks.
     
    Ernest, 15th Nov, 2017
    #1
  2. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    superfund.
     
    Terry_w, 17th Nov, 2017
    #2
  3. Ernest

    Ernest New Member

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    Many thanks, Terryw
     
    Ernest, 17th Nov, 2017
    #3