Five Years Update Services

At the time of ordering your clients New SMSF trust deed or updating your existing clients trust deed, you will be given an option to purchase unlimited updates for next 5 years for an additional cost of $165 (Incl. GST).
Your clients trust deed may also be compulsorily required to be updated in future. These future amendments or updates, may be initiated whenever the following events occur:

Change in SIS Act or Regulation or by an act of Parliament, or
Change in ATO interpretation of any Legislation, or
New Income Tax Act (Law) passed by Parliament affecting SMSF, or
New case laws decided by courts which flows through to SIS Act (eg family law), or
Any development of new Strategies by SMSF Professionals.

We anticipate that our trust deed will be updated at least once a year.

You will not be required to do anything to keep your client’s trust deeds up to date.

Future changes in law are unpredictable. With your client’s smart investment of $165 they can be assured that their deeds are always up to date for the next 5 years without any further cost. This fee is fully tax deductible to your clients SMSF in accumulation phase.

This 5 years unlimited update service can be purchased only once; that is at the time when you are purchasing your clients New SMSF trust deed or updating existing SMSF trust deed and, cannot be purchased separately.

If law changes and you are compulsorily required to update your client’s trust deed – each update will cost $110 on our website.

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

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.



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/

To order Trust Deeds you need to register with us by inserting your name, email and password.

To order a new document, Log on now

Username
Password
Retrieve Password	Remember Me

Top of Page ^

This site supports Secured Socket Layer (SSL) Based 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

Click here to view our

Previous Newsletters

Our wealth creator writers reveal the secrets of easily reducing tax and creating more wealth. Once you learn these simple but ingenious strategies for getting more of your income and paying less tax, It’s like having given yourself a 20% (or more) pay rise Tax Free!

Simply fill in your address and receive our valuable e-newsletter weekly to your e-mail box automatically for FREE.



	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.

	-Rodi Orantia CPA Dial Tax

	Read Other Testimonials