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| 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.
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| By using our online system you can delete members from
your SMSF and receive instant email of all legal documents and a new Self
Managed Super Fund Trust Deed in less than 20
minutes and receive instant email of; |
- “Deed of Variation” to delete members
and a replacement “Trust Deed” of your Self
Managed Super Fund (SMSF) complying to all the current SISA rules, including a
Product Disclosure Statement prepared by a specialist superannuation law firm:
Batallion Legal to include deletion of members (your bank may need this new deed
with remaining members names on the bank account);
- All related legal documents, such as,
Minutes of Members / Trustees to use the replacement trust deed etc;
- PDF form to advice ATO of deletion of new members with instructions;
- Instruction sheet on “what to do next”
that is, to ensure that your fund remains a complying fund with ATO; prepared by
a Manoj Abichandani SMSF Specialist Advisor & Auditor SPAA® with experience from
a specialist 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 |
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| 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 the lowest
online price tag in Australia. |
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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;
- 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.
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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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To purchase anything from our website you have to register with us
– registration is free Click here to register |
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Usually you will prepare legal documents so that some members are deleted
from the fund and then purchase SMSF trust deed update from traditional
“shelf company formation” providers. Now you can update your SMSF Trust Deed
from SMSF Specialists, instantly with us along with receiving all legal
documents required to delete members to keep your SMSF complying. Other
benefits are: |
- For advisors, clients can sign all necessary legal documents whilst
they wait, instead of second appointments for executing documents;
- Our fees is only $275 (Incl. GST)
! including a SMSF update, By using our system you save time, energy and
money for yourself and your clients;
- 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);
- Total cost of deleting a member 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.
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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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| The process to delete members
from 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 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 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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We charge $55 (Incl. GST) to professionally print and express courier
(anywhere in Australia) to your nominated address. |
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The package includes a Deluxe indexed folder
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- Two bound copy “Deed of Variation” of your self managed superannuation
fund and replacement of your “SMSF trust deed”
- One copy of the deed of Variation and replacement trust deed bound in
the folder
- All Related minutes & legal documents filed in register
- Instruction sheet on exactly to what to do next (ATO PDF file &
instructions are sent via email only)
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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.
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Highly recommend this easy to use service and coupled with excellent support makes this a very useful service for our business clients. All Documents and binding/completed files are very professional in their appearance. Thanks.