How it works

Document Printing (Optional)

Documents Printing

We charge $75 (Incl. GST) to professionally print, bind and express courier (anywhere in Australia) trust deed and other documents to your nominated address.



New SMSF Package Includes

  • Trust Deed Register
  • Three copies of the Trust Deed (Two copies of bound Trust Deeds & one copy of hole punched Trust Deed)
  • Full establishment kit and related minutes & documents filed in index tabs
  • Instruction sheet on exactly what to do next


SMSF Update Package Includes

  • Trust Deed Register
  • Three copies of the Deed of Variation annexed by updated Trust Deed (Two copies of bound Trust Deeds & one copy of hole punched Trust Deed)
  • Minutes of Members / Trustees to initiate the Trust Deed update
  • Instruction sheet on exactly what to do next

All documents will be ready to sign & marked with “Sign Here” flags.

All trust deeds and related documents will also be emailed to you and stored on our website as usual.

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CLIENT TESTIMONIALS

This is a great service. A very convenient one-stop shop - especially for beginners. Thank you for a brilliant service, much appreciated.

Peter Zhu
CPA, CFP, ATIA
Peter Zhu & Associates

Very good site. Interactive & easy-to-use. Excellent service - particularly in providing phone support.

Harpreet Pahwa
CPA
Harry & Associates Pty Ltd

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More Information

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service.
Please visit http://www.batallion.com.au

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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

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Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update

ABN & TFN

SMSF Update

Bulk Updates

Why Use our Deed

Free Forms

FAQ

SMSF Borrowing

Security Trust Deed - Bank Lender

Security Trust Deed - Related Party Lender

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Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

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Unit Trust Deed

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