Lost your trust deed or SMSF or misplaced? We Can Help!
Changes of accountants, trustee transitions, office relocations and ageing records can all result in important trust documents going missing.
Patricia Holdings can help trustees restore critical trust documentation through practical replacement and reconstruction solutions designed to support ongoing administration, compliance and governance.
Why Trust Documents Matter
Missing trust documents can create difficulties when:
- Preparing tax returns
- Making trust distributions
- Changing trustees
- Managing an SMSF
- Applying for finance
- Responding to auditor requests
- Dealing with banks and advisers
- Estate and succession planning
Addressing missing documentation early can help avoid future complications.
Confirmatory Trust Deeds
If the original deed of a family trust or unit trust has been lost and all reasonable attempts to locate it have been exhausted, a Confirmatory Trust Deed may be an option.
A Confirmatory Trust Deed confirms the existence of a previously established trust and provides a modern set of operating provisions under which the trust can continue to operate.
The package includes:
- Confirmatory Trust Deed
- Trustee documentation
- Statutory Declarations
- Supporting guidance notes
Common Reasons for a Confirmatory Trust Deed
- Original trust deed cannot be located
- Previous accountants no longer hold records
- Historical trust documents have been lost
- Banking, accounting or legal documentation is required
Find out more about Confirmatory Trust Deeds.
SMSF Replacement Deeds
The SMSF Trust Deed is one of the fund's most important governing documents.
If the original SMSF deed has been lost, we can provide a replacement SMSF Trust Deed to help ensure the fund continues to operate effectively.
Our SMSF Replacement Deed packages:
- Support individual or corporate trustees
- Include modern superannuation provisions
- Support pension and lump sum benefit payments
- Include a suggested investment strategy
- Include a Product Disclosure Statement (PDS)
When is a Replacement SMSF Deed Needed?
- Original documents have been lost
- Previous advisers cannot locate records
- Trustees require updated governing documents
- Documentation is needed for auditors or administrators
Find out more about SMSF Replacement Deeds.
Why Choose Patricia Holdings?
For over 50 years, Patricia Holdings has assisted accountants, lawyers, trustees, SMSF members and business owners with company and trust documentation throughout Australia.
Our team understands the challenges that arise when important records go missing and can provide practical solutions quickly and efficiently.
Need Help?
If you have lost a trust deed or SMSF deed, contact Patricia Holdings to discuss the available options.
Whether it's a missing family trust deed, unit trust deed or SMSF deed, we're here to help restore what matters.
