SMSF Wills

Align your deed, nominations and intent so super benefits go where you expect—without delays or disputes.

What it is

"SMSF Will" is plain-English shorthand for a coordinated set of documents and settings that work together seamlessly: deed, binding death benefit nominations or reversionary pension settings, trustee and appointor mechanics, and supporting minutes.

The goal is simple: ensure your trustees can act quickly and confidently so your super benefits land exactly where you intended, without confusion, delays, or disputes.

When to use

Outdated documents, or circumstances that have changed since last review.
You want certainty over who receives your super—specific dependants or your estate via will and testamentary trust.
Corporate trustee structures needing clean, documented succession planning.

Risks to consider

Document conflicts between deed, nominations and practice.
Unclear succession or missing reversionary settings at key moments.
Tax and estate impacts if benefits are directed the wrong way.

How we implement your SMSF Will framework

Snapshot

We review your SMSF deed, trustee structure, nominations and current practice to identify misalignment and risks.

Legal briefing

Together we define who should receive benefits, how pensions should revert, and how this fits with your broader estate plan.

Drafting via LY Legal

Deed updates, binding nominations, reversionary pension instructions and trustee documentation are drafted by LY Legal on fixed fees where possible.

Execution & records

We coordinate signing, lodgement where applicable, and update your Control Register and SMSF records.

Handover

You receive an updated Control Register and clear, written guidance on how your SMSF benefits will be dealt with under different scenarios.