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You can update your current SMSF Trust deed, online, by removing (varying) all
the clauses of your current trust deed and replacing them with all the new
clauses of a new trust deed annexed to and by executing a “Deed of variation”.
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By using our online system you can update your Self Managed Super Fund Trust
Deed in less than 20 minutes and receive instant email of;
- “Deed of Variation” and your new trust deed of your Self Managed Super Fund
(SMSF) including a Product Disclosure Statement prepared by a specialist
superannuation law firm: Batallion Legal;
- All related legal documents such as, Minutes of Members / Trustees to update
your existing trust deed;
- Instruction sheet on “what to do next” and how to effect the update prepared
by Manoj Abichandani a SMSF Specialist Advisor SPAA® and by a 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 |
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 lowest online price tag in Australia |
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Our Trust deed is the most current available in the market place and includes
the following changes: |
- Installment Warrant and amendments to Sec 67 (4A) of the SIS Act from 24th
September 2007
- Payments to terminally ill members
- Revised Pension arrangements from 20th September 2007 and the
new Account
Based Pensions
- Return of contributions for members who have not supplied their tax file
numbers from 1st July 2007 (Modification 3 of 2007)
- Tax Laws Amendment (Simplified Superannuation) Act 2007 and related
legislation which received Royal Assent on 15March 2007.
- Contribution Rules ; Taxation of benefit payments
- Compulsory Cashing rules; Abolishing Reasonable benefit levels
- Allow self employed to claim 100% tax deduction
- Personal contribution caps ; Taxing of super funds contributions above
concessional caps
- Employment termination payment arrangements
- Contribution Spouse splitting
- Changes to compulsory cashing of Superannuation and roll back to
accumulation phase
- Minors allowed as members
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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. |
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Our deeds have been written with input from Manoj Abichandani SMSF Specialist Adviser, SSA® and suit all practical situations for usage by both trustees and their advisors |
- Click here
to read why you should use our SMSF trust deed.
- Our trust deed and other related legal documents are
written in plain
English and are easy and simple to read.
- Governing rules are always up-to-date, when you purchase our 5 year
unlimited update service; this way, accountants, advisors, administrators and
auditors are assured that their client’s funds have the same set of rules and
are current; saving time in annual audit review. To read how 5 year unlimited
upgrade service works Trustees
Click here and Advisers
Click here.
- Time is not wasted searching for lost trust deeds, Users (advisors and
trustees) have online access to their trust deeds on our innovative Document
Manager, 24/7 from anywhere.
- 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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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. |
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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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No need to use an update service of SMSF Trust Deed from traditional “shelf
company formation” providers, you can create your SMSF Trust Deed update from
specialists, instantly with us. Other benefits are: |
- Click here
to read what documents are included in our email package;
- For advisors, clients can sign all necessary legal documents whilst they
wait, instead of second appointments for executing documents;
- Our fees is only $110 (Incl. GST) ! By
using our system you save time, energy and money for yourself and your clients;
- You can keep your SMSF trust deed up to date (optional)
by purchasing 5 years unlimited updates for an additional
$165
click here
for more information;
- 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). (Click here
for more information.);
- Total cost of SMSF update delivered to your door for next five years $330
(incl. GST) if you choose our Trust deed’s 5 year unlimited update service;
- 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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Normally trustees are given variation powers by a clause in their existing trust
deed. The process to update 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 update legal
documents are created and personalized with answers from you to our online
cleverly designed easy questions.
- All questions come with clues to answers and explanations. At completion of
all questions, you confirm answers to all your answers and pay us by credit card
(Master card or Visa) or EFT or by cheque.
- We instantly email your newly formed tailored Deed of Variation and your new
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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If you have lost your trust deed you will need a “Deed of Confirmation” and a
new trust deed. We can arrange to prepare a “Deed of Confirmation” for your SMSF
for a fixed fee of $330 which includes a new Self managed trust deed. Please
phone us on (02) 9684 4199 if you want to know further about this service. |
Trustdeed.com.au provides a comprehensive and easy process for the lay person to generate all legal documents for Discretionary trust deeds in minimum required time. Thank you for offering reliable and quick services.