You can keep your SMSF Trust Deed Updated automatically for next 5 years for an
additional $165 (Incl. GST)
If your goal is to maximize benefits for your clients at the time of their
retirement you have to ensure that each year ;
Your client contributes maximum allowed under the legislation; and
Returns on Super Investments are above average; and
Fees & Income tax the fund pays is the lowest.
Returns & Income tax on your clients super can depend on various strategies you
implement for them. For example: Spouse Splitting of contributions each year to
older spouse will result in higher member balance for older spouse; who can be
on transition to retirement pension sooner than younger spouse.
Strategies are being developed by experts at all times, however to implement
them, you need a living and breathing trust deed which allows the trustees to
make the relevant changes to their strategies as and when suggested by you.
We
have a perfect solution for you: Unlimited 5 Year Update for $165! i.e. about
$30 + GST per year!
Click here to download a sample
letter inviting your existing clients to update their SMSF trust deeds.
Click here to download our bulk
discount price list.
If you have 10 or more clients, we can visit your office to update your entire
clients SMSF trust deeds to our system without any cost to you.
Or we can update all your clients’ SMSF trust deeds in our office and courier
you printed copies of “deed of variation” and the “new deed”. We will need data
of all your SMSF Clients from you to conduct this bulk update, Click here to
download blank data excel file.
To purchase anything from our website you have to
register with us – registration is free
Click here
to register
The procedure to automatically update is very simple. Our trust deed has a
special clause which allows two entities to update the trust deed in future,
namely, the trustees and a special purpose non-trading entity called “Deed
Administration Pty Ltd” which is controlled by us. When ever there is need to
update our deed, Batallion Legal, will provide us with a new trust deed.
The following steps are then taken to update your trust deed automatically:
Deed Administration Pty Ltd will execute a “Deed of Variation” for all
clients who have paid for unlimited updates as on that date.
Deed of Variation will remove all the governing rules of your existing trust
deed and replace them with governing rules of the new trust deed. This is the
most efficient and industry accepted practice, instead of line by line
amendment.
In the rare situation the trustees may decide not to vary the deed to the
latest legislation, the trustees can prepare minutes not to accept this
variation as the ultimate control of all variations lies with the trustees,
namely, you.
After executing the “deed of variation” we will then send an email to you
advising you that an update of the trust deed has been
placed on the website along with reasons for updating & highlighting
the benefits of using an updated trust deed.
You can simply visit our website, log on to your secured area and download
the deed of amendment and your new updated SMSF trust deed. These documents can
also be emailed to you if you wish. There is no need to print as all updates
will be available online 24/7 from anywhere.
The new updated trust deed along with the original deed will be your new set
of governing rules.
Before the end of the first five year period, we will give you enough time
(three months) to renew your service for the next five years.
To purchase anything from our website you have to
register with us – registration is free
Click here
to register
The procedure to automatically update is very simple. Our trust deed has a
special clause which allows two entities to update the trust deed in future,
namely, the trustees and a special purpose non-trading entity called “Deed
Administration Pty Ltd” which is controlled by us. When ever there is need to
update our deed, Batallion Legal, will provide us with a new trust deed.
The following steps are then taken to update your trust deed automatically:
Deed Administration Pty Ltd will execute a “Deed of Variation” for all
clients who have paid for unlimited updates as on that date.
Deed of Variation will remove all the governing rules of your existing trust
deed and replace them with governing rules of the new trust deed. This is the
most efficient and industry accepted practice, instead of line by line
amendment.
In the rare situation the trustees may decide not to vary the deed to the
latest legislation, the trustees can prepare minutes not to accept this
variation as the ultimate control of all variations lies with the trustees,
namely, you.
After executing the “deed of variation” we will then send an email to you
advising you that an update of the trust deed has been
placed on the website along with reasons for updating & highlighting
the benefits of using an updated trust deed.
You can simply visit our website, log on to your secured area and download
the deed of amendment and your new updated SMSF trust deed. These documents can
also be emailed to you if you wish. There is no need to print as all updates
will be available online 24/7 from anywhere.
The new updated trust deed along with the original deed will be your new set
of governing rules.
Before the end of the first five year period, we will give you enough time
(three months) to renew your service for the next five years.
To purchase anything from our website you have to
register with us – registration is free
Click here
to register
Your clients will appreciate you for choosing our trust deed which is
affordable, reliable, state of art technology & unique service.
Batallion Legal will charge you for this service.
We can arrange for you to speak with Batallion Legal, who provides trust deeds
to us. If you want to speak to Batallion Legal, please contact us.
To order Trust Deeds you need to register with us by inserting your name, email and password.
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DEED DOT COM DOT AU PTY LTD
ABN : 32 123 929 984
Unit 4, 287 Victoria Road,
Quantam Corporate Park,
Rydalmere - 2116
Phone (02) 9684 4199 Fax: (02) 9638 3060 Email:
sales@trustdeed.com.au
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If you require service, technical assistance & a confident fully informed step by step approach to implementing the SISA 67 (4A) borrowing structure then use www.trustdeed.com.au. Finally, there is an organisation that can translate a complex borrowing structure into plain, easy to understand English.
-George Saab B Bus, FCA, AFPA Cartwright Brown & Company Chartered Accountants
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.
If you require service, technical assistance & a confident fully informed step by step approach to implementing the SISA 67 (4A) borrowing structure then use www.trustdeed.com.au.