You can keep your SMSF Trust Deed Updated automatically for next 5 years for an
additional $165 (Incl. GST)
At the time of updating your SMSF trust deed you will be given an
option to purchase unlimited updates to your SMSF trust
deed for next 5 years for an additional cost of $165 (Incl. GST) as
your trust deed may be compulsory 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.
This future change in law is unpredictable. With your smart investment of $165
you can be assured that your trust deed is always up to date for the next 5
years without any further cost. This fee is tax deductible to your SMSF.
This 5 years unlimited update service can be purchased only once at the time when you are purchasing your update
SMSF trust deed and cannot be purchased separately. If the law changes and you are required to update your trust deed – it will cost $110 for each update 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.
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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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The online system is so easy to use and I received my documents instantly while my client was still in the office. The online document storage facility meant that I could access all my clients trust deeds online and undertake business anywhere.
We chose to update all our clients SMSF with trustdeed.com.au and they came to our office and got the job done quickly and efficiently. This saved us valuable staff resources which meant we could continue business as normal. We will continue to use trustdeed.com.au as our preferred supplier.
-Philip Ting B.Comm; FCA, FTIA, ASCPA Philip Ting & Co.