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The email delivery includes:
- Trust Deed of your Self Managed Super Fund
- A Product Disclosure Statement
- Consents for member to be trustees of Super Fund or consent of Directors of the trustee company to act as trustees of Super Fund
- Minutes of Members / Trustees to set up the fund
- Generic Investment strategy of your Self Managed Super Fund
- Applications to become member
- non-binding beneficiary nomination forms,
- Instruction sheet on
- how to open bank accounts
- broker accounts and apply for Tax File Number
- Australian Business Number
- Fund to be a complying fund.
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How to roll over existing funds to your Self Managed Super Fund and
- “What to do next”.
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| Questions
about how to use our service |
Phone 02 9684 4199
Fax 02 9638 3060
Email sales@trustdeed.com.au |
| Questions
regarding our trust deeds |
We will arrange for you to
speak with Batallion Legal, who provides
trust deeds to us. This service is free to
you. |
| Specific
legal advice |
Batallion Legal will
charge you for this service. Please visit
their website
http://www.batallion.com.au/ |
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| To order Trust Deeds
you need to register with us by
inserting your name, email and
password. |
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| To order a new
document, Log on now |
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Top of Page ^ |
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Copyright © 2007 Trustdeed.com.au All rights reserved. |
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Transactions from a browser to the level of 128 bits or
greater.
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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 Excellent service - easy to follow, logical sequence with right clarification available. Benchmark for aspects of my service.
Kind Regards. |
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-Leigh Birch
B.Ed (Science), Dip.FS (FP), MFAA 55518
Mortgage Broker / Financial Planner
Birchcorp Pty Ltd |
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Just wanted to say that you website provides excellent, comprehensive service. I appreciated both the ability to save inputs and to e-mail myself backup copies of documents. Very clear instructions and simple, but detailed explanations. You seem to have thought of everything! |
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-Penny Kha
NTAAF
Penny Kha & Associates Pty Ltd |
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