 |
| |
|
|
| 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. |
| |
| By using our online system you can replace Individual
trustees with a Corporate trustee for your SMSF in
less than 20 minutes and receive instant email of; |
- "Deed of Variation" and a replacement "Trust
Deed" of your Self Managed Super Fund (SMSF) complying with all the
current SISA rules, including a Product Disclosure Statement prepared by a
specialist superannuation law firm; Batallion Legal. All assets of the fund must
be in the name of the trustees of the SMSF. Your bank will need this new deed
before it changes the name of the current SMSF bank account;
- All related legal documents, such as,
Resignation of Individual Trustee (s), Minutes of Members / Trustees to use the
replacement trust deed, Consent to act Director of trustee company, ATO
declaration etc;
- PDF form to advice ATO of “change of details” and PDF file of ATO
instructions;
- Instruction sheet on "what to do next",
that is, to ensure that your fund remains a complying fund with ATO; prepared by
Manoj Abichandani SMSF Specialist Advisor & Auditor, member of SPAA®. With two
decades of experience with a specialist CPA firm and Registered Tax Agents in
setting up tax structures for clients.
|
| |
To purchase anything from our website you have to register with us
– registration is free Click here to register |
| |
| 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. |
 |
|
| Our top quality legal documents come with the lowest
online price tag in Australia. |
| |
To purchase anything from our website you have to register with us
– registration is free Click here to register |
|
- 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.
|
| Our unique electronic registration technology means we
can offer the fastest service possible at a very reasonable price. |
| |
To purchase anything from our website you have to register with us
– registration is free Click here to register |
 |
|
Usually you will prepare legal documents to replace individual trustees with
a corporate trustee and then update SMSF trust deed from traditional “shelf
company formation” providers. Now you can update your SMSF Trust Deed,
instantly with us along with receiving all legal documents required to
replace individual trustees. Other benefits are: |
- For advisors, clients can sign all necessary legal documents whilst
they wait, instead of second appointments for executing documents;
- Our fee is only $275 (Incl. GST)!
including updating SMSF trust deed; By using our system you save time,
energy and money for yourself and your clients;
- We can also print (optional), professionally bind all legal
documents 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 to replace trustees, 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.
|
To purchase anything from our website you have to register with us
– registration is free Click here to register |
 |
| The process to replace trustees of 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 your 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 legal 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.
|
To purchase anything from our website you have to register with us
– registration is free Click here to register |
 |
|
We charge $55 (Incl. GST) to professionally print and express courier
(anywhere in Australia) to your nominated address. |
|
The package includes a Deluxe indexed folder
|
- Two bound copies of “Deed of Variation” of your self managed
superannuation fund and replacement of your "SMSF trust deed";
- One copy of the deed of Deed of Variation and replacement trust deed
filed in the folder;
- All Related minutes & legal documents filed in the folder;
- Instruction sheet on exactly to what to do next (ATO PDF file &
instructions are sent via email only)
|
|
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.
|
|
|
.jpg)
As an accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters. Manoj and his team at trustdeed.com provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to our SMSF needs.