Please help me have a look the file attached
in Schedule 1 of Private Custodial Authorisation Deed show
Customer is Company trustee name
Custodian is Company bare trustee name (Directors also the same 2 members SF name )
CBA made Private Custodial Authorisation Deed as attached
I am wondering that whether need ask more a Bare Trust between Company trustee name and Company bare trustee name for audit
Or CBA Super Gear Customer Agreement and Private Custodial Authorisation Deed are enough docs
Please help . Many thanks
Hi Phuong
I assume the deed shows CBA as the trustee that owns the property and the customer being the Trustee of the Super Fund . Schedule 1 should show these details (not attached) & also assume the deed is signed by both parties.
The other document that I would request is the Custodial Document referred to in the Authorisation Deed.
Thanks
SMSF AAA