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| Superannuation Industry (Supervision) Act 1993 has rules
on how many individual trustees can a self managed superannuation fund have
and who can be directors of the corporate trustee, click here for more
information. |
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| By using our online system you can add new members to
your SMSF and receive instant email of all legal documents and a new Self
Managed Super Fund Trust Deed in less than 20 minutes and receive instant
email of; |
- "Deed of Variation" to add a new member and a replacement "Trust Deed" of your Self Managed Super Fund (SMSF) complying to all the current SISA rules, including a Product Disclosure Statement prepared by a specialist superannuation law firm: Batallion Legal to include addition of new member (your bank may need this new deed to include the name of the new member on the bank account);
- All related legal documents, such as, Consents for new members to become
trustees, Minutes of Members / Trustees to use the replacement trust deed,
Applications to become members, ATO declaration & death benefit nomination forms
for the new member etc;
- PDF form to advice ATO of addition of new members with instructions;
- Instruction sheet on "what to do next" that is, to ensure that your fund
remains a complying fund with ATO; prepared by a Manoj Abichandani SMSF
Specialist Advisor & Auditor SPAA® with experience from a specialist CPA firm
and Registered Tax Agents who have over two decades of experience in setting up
tax structures for clients.
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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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| Money back
guarantee: if you do not like our legal documents for any
reason we will be happy to return our fees without asking any
questions. |
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| Our top quality legal documents come with the lowest
online price tag in Australia. |
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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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- Our SMSF Trust Deed and legal documents are written by Batallion Legal;
providers of the most technically robust Self Managed Super Fund trust deeds - a
niche, multicultural, corporate and commercial law firm, with specialist
expertise in tax and superannuation.
- Our deeds have been written with input from Manoj Abichandani SMSF
Specialist Adviser SSA® & SMSF Specialist Auditor SSAud® to suit all practical
situations for usage by both trustees and their advisors.
- Our trust deed and other related legal documents are
written in plain
English and are easy and simple to read.
- Time is not wasted searching for lost deeds; Users (advisors and trustees)
have online access to their trust deeds on our innovative Document Manager, 24/7
from anywhere.
- Governing rules are always up to date: Our documents are constantly reviewed
and updated as Government requirements change and specifically complies with SIS
Act & Regulations.
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| Our unique electronic registration technology means we
can offer the fastest service possible at a very reasonable price. |
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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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Usually you will prepare legal documents so that new members can join the
fund and then purchase SMSF trust deed update from traditional “shelf
company formation” providers. Now you can update your SMSF Trust Deed from
SMSF Specialists, instantly with us along with receiving all legal documents
required to add a member to keep your SMSF complying. Other benefits are: |
- For advisors, clients can sign all necessary legal documents whilst
they wait, instead of second appointments for executing documents;
- Our fees is only $275 (Incl. GST) ! including a SMSF update, By
using our system you save time, energy and money for yourself and your
clients;
- We can also print (optional), professionally bound in a deluxe
indexed binder and express deliver anywhere in Australia to your
nominated address for an additional fee of $55 (Incl. GST);
- Total cost of adding a member with all documents printed including 2
bound copies of the new SMSF trust deed delivered to your door is $330
(incl. GST);
- You can manage all your legal documents on our smart document
retrieval system. All documents are stored on our website for ever,
secured by your user name and password, for future downloads.
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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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| The process to add new members to your SMSF Trust Deed,
takes less than 20 minutes |
- After you register with us, you simply log on to your secured area (protected by your user name and password) on our website, all SMSF legal documents are created and personalized with answers from you to our online cleverly designed easy questions. Simply log on to “SMSF Tools” section after you log in and start preparing the document by answering questions.
- All questions come with clues to answers and explanations. At completion
of all questions, you confirm answers to all our questions and pay us by
credit card (Master card or Visa) or EFT or by cheque.
- Once you pay, we instantly email you newly formed tailored “Deed of
Variation” and a “SMSF trust deed” and other related documents and
instruction sheet for your needs, any time of day and any day 24/7.
- We store your trust deed (password protected) on our website for you to
download from anywhere 24/7 from our innovative document manager.
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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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We charge $55 (Incl. GST) to professionally print and express courier
(anywhere in Australia) to your nominated address. |
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The package includes a Deluxe indexed folder
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- Two bound copy “Deed of Variation” of your self managed superannuation fund and replacement of your "SMSF trust deed"
- One copy of the deed of Variation and replacement trust deed bound in
the folder
- All Related minutes & legal documents filed in register
- Instruction sheet on exactly to what to do next (ATO PDF file &
instructions are sent via email only)
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All documents will be ready to sign with “Sign here” stickers. All documents
will also be emailed to you and stored on our website as usual. Before we
print documents for you, we get you to confirm that all details are correct
to minimize errors.
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i found the website very helpful and quick in producing the required reports. My experience in contacting Mr. Manoj Abichandani to inquire about super matters were very satisfactory.