I got your reply . Much appreciate for your help . Please help me as below
Client have Letter of Offer, copy of Customer Agreement and signed Private Custodial Authorised Deed (bare trustee is not CBA).
Is the Private Custodial Authorised Deed able as Bare Trust If client do not have keep the Custodial Document referred to in this Authorisation Deed? Please give me your ideas whether any issue for audit.
Hi Phuong
Yes I would want a copy of the Custodial Document. CBA should be able to get a copy of this so I would go back to the client & request that they provide it.
Thanks
SMSF AAA