Reduce Your Cost of Documents - Buy Monthly Plans

For regular large users, we have monthly plans where you can save 55% to 66% of document cost. A full "Package History" keeps you informed of your usage. Our plans include usage of digital signature and provides credits to our CPD platform smsfschool.com.au and Incometaxschool.com.au

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Price Match Gurrantee QUALITY, PRICE MATCH AND MONEY BACK GUARANTEE

QUALITY OF DOCUMENTS:
Legal Documents should not be compared solely on price. It is also the skill of solicitor drafting the documents which determines the price. Further, the method of delivery for e.g. Website Security and hacking penetration, free ABN application, digital Signatures and Australian support team, online chats plus phone support all have a bearing on the ultimate product price. Although we consider our documents to be superior than most suppliers, we have a commitment to provide to our customer base, a price which is competitive and a value proposition for our clients.

PRICE MATCH:
We will price match and beat any advertised price from an online service provider who e-tails a full suite of documents (all types of legal documents) by 10%. However, make note, price should not be the ONLY consideration in determining your chosen supplier of legal documents. You must also consider years of experience (we are operating since 2006), practical expertise of various documents (owners are CPAs and tax agents for over 2 decades).

MONEY BACK GUARANTEE
We will happily return our fees without asking any questions if you do not like our legal documents for any reason.

We are fully Australian owned (not like Cleardocs which is owned by Thomson Reuters) and we care and are responsible about your business as the owners are professional themselves and not corporate owned (like Nowinfinity owned by Class Ltd and NTAA owned by Sequoia Financial Group).

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Number of Vouchers	200 Per Year	300 Per Year	400 Per Year
Price Per Document (Excl. GST)	$70.00	$60.00	$50.00
Expiry Period	12 months	12 months	12 months
Details	Document Voucher 200 Docs (Expires in 12 months from the Date of purchase) This package will allow you to buy 200 Documents on our website Finish vouchers before 12 months If you finish vouchers before 12 months, we will charge remainder amount to your credit card as per contract. No Refunds will be given for any unused document vouchers. What can you buy with this Voucher You can buy any document from our website. Below documents are not included in the package and to be ordered and paid for as you go Exclusions • Actuarial certificate • Quantity Surveyor Report • Business Name Each Document Voucher will be able to purchase one legal document pack Exceptions • Account Based Pension Documents – 2 Vouchers • Deed of Confirmation (for Lost SMSF Deed) – 2 Vouchers • Adding a Member – 2 Vouchers • Deleting a Member – 2 Vouchers • Change Individual Trustee to Corporate Trustee – 2 Vouchers • Change Corporate Trustee to Individual Trustee – 2 Vouchers • Change Corporate Trustee to Corporate Trustee – 2 Vouchers • Declaration of Trust – 2 Vouchers • SMSF Loan Agreement – 2 Vouchers • PCT – External Lending – 2 Vouchers • PCT – Internal Lending – 4 Vouchers • SMSF 5 Year Update – 2 Vouchers • Fixed Unit Trust Deed – 2 Vouchers Document Printing Printing order is additional to be paid separately (optional)	Document Voucher 300 Docs (Expires in 12 months from the Date of purchase) This package will allow you to buy 300 Documents on our website Finish vouchers before 12 months If you finish vouchers before 12 months, we will charge remainder amount to your credit card as per contract. No Refunds will be given for any unused document vouchers. What can you buy with this Voucher You can buy any document from our website. Below documents are not included in the package and to be ordered and paid for as you go Exclusions • Actuarial certificate • Quantity Surveyor Report • Business Name Each Document Voucher will be able to purchase one legal document pack Exceptions • Account Based Pension Documents – 2 Vouchers • Deed of Confirmation (for Lost SMSF Deed) – 2 Vouchers • Adding a Member – 2 Vouchers • Deleting a Member – 2 Vouchers • Change Individual Trustee to Corporate Trustee – 2 Vouchers • Change Corporate Trustee to Individual Trustee – 2 Vouchers • Change Corporate Trustee to Corporate Trustee – 2 Vouchers • Declaration of Trust – 2 Vouchers • SMSF Loan Agreement – 2 Vouchers • PCT – External Lending – 2 Vouchers • PCT – Internal Lending – 4 Vouchers • SMSF 5 Year Update – 2 Vouchers • Fixed Unit Trust Deed – 2 Vouchers Document Printing Printing order is additional to be paid separately (optional)	Document Voucher 400 Docs (Expires in 12 months from the Date of purchase) This package will allow you to buy 400 Documents on our website Finish vouchers before 12 months If you finish vouchers before 12 months, we will charge remainder amount to your credit card as per contract. No Refunds will be given for any unused document vouchers. What can you buy with this Voucher You can buy any document from our website. Below documents are not included in the package and to be ordered and paid for as you go Exclusions • Actuarial certificate • Quantity Surveyor Report • Business Name Each Document Voucher will be able to purchase one legal document pack Exceptions • Account Based Pension Documents – 2 Vouchers • Deed of Confirmation (for Lost SMSF Deed) – 2 Vouchers • Adding a Member – 2 Vouchers • Deleting a Member – 2 Vouchers • Change Individual Trustee to Corporate Trustee – 2 Vouchers • Change Corporate Trustee to Individual Trustee – 2 Vouchers • Change Corporate Trustee to Corporate Trustee – 2 Vouchers • Declaration of Trust – 2 Vouchers • SMSF Loan Agreement – 2 Vouchers • PCT – External Lending – 2 Vouchers • PCT – Internal Lending – 4 Vouchers • SMSF 5 Year Update – 2 Vouchers • Fixed Unit Trust Deed – 2 Vouchers Document Printing Printing order is additional to be paid separately (optional)
Package Price (Excl.GST)	$1,166.67 (Per Month) $14,000.00 (Per Year)	$1,500.00 (Per Month) $18,000.00 (Per Year)	$1,666.67 (Per Month) $20,000.00 (Per Year)
Inclusions
Digital Signature	1 Year Enterprise Corporate Plan Value $990	1 Year Enterprise Corporate Plan Value $990	1 Year Enterprise Corporate Plan Value $990
CPD for Accountants	$750 Credit Towards your CPD Register	$900 Credit Towards your CPD Register	$1050 Credit Towards your CPD Register
SMSF Admin Panel	Unlimited use of SMSF Admin Panel where SMSF Administrators can manage / collect documents and solve queries from Trustees and SMSF Auditors.	Unlimited use of SMSF Admin Panel where SMSF Administrators can manage / collect documents and solve queries from Trustees and SMSF Auditors.	Unlimited use of SMSF Admin Panel where SMSF Administrators can manage / collect documents and solve queries from Trustees and SMSF Auditors.

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Vouchers Credit for Documents

Document Name	Value in Vouchers
Company Registration	1 Voucher + ASIC Fees
Company Constitution	1 Voucher
Div 7a Loan Agreement	1 Voucher
New SMSF Trust New SMSF Trust + 5 Year Update New SMSF Trust + Trustee Company New SMSF Trust + Trustee Company + 5 Year Update	1 Voucher 3 Vouchers 2 Vouchers + ASIC Fees 4 Vouchers + ASIC Fees
SMSF Trust Deed Update SMSF Trust Deed Update + 5 Years Update	1 Voucher 3 Vouchers
SMSF Tools
Account Based Pension Documents Deed of Confirmation (for Lost SMSF Deed) Adding a Member OR Deleting a Member Change Individual Trustee to Corporate Trustee Change Corporate Trustee to Individual Trustee Change Corporate Trustee to Corporate Trustee Declaration of Trust SMSF Loan Agreement Binding Death Nomination	2 Vouchers 2 Vouchers 2 Vouchers 2 Vouchers 2 Vouchers 2 Vouchers 2 Vouchers 2 Vouchers 1 Voucher
PCT – Internal Lending PCT – External Lending	4 Vouchers 2 Vouchers
Discretionary Family Trust Deed Discretionary Family Trust Deed + Trustee Company	1 Voucher 2 Vouchers + ASIC Fees
Unit Trust Deed Unit Trust Deed + Trustee Company	1 Voucher 2 Vouchers + ASIC Fees
Fixed Unit Trust Deed Fixed Unit Trust Deed + Trustee Company	2 Vouchers 3 Vouchers + ASIC Fees
Document Printing: Printing fees not included with vouchers and to be paid separately. Below Documents are not Included with the Vouchers Actuarial certificate Quantity Surveyor Report Business Name

Document Name

Value in Vouchers

Company Registration

1 Voucher + ASIC Fees

Company Constitution

1 Voucher

Div 7a Loan Agreement

1 Voucher

New SMSF Trust
New SMSF Trust + 5 Year Update
New SMSF Trust + Trustee Company
New SMSF Trust + Trustee Company + 5 Year Update

1 Voucher
3 Vouchers
2 Vouchers + ASIC Fees
4 Vouchers + ASIC Fees

SMSF Trust Deed Update
SMSF Trust Deed Update + 5 Years Update

1 Voucher
3 Vouchers

SMSF Tools

Account Based Pension Documents
Deed of Confirmation (for Lost SMSF Deed)
Adding a Member OR Deleting a Member
Change Individual Trustee to Corporate Trustee
Change Corporate Trustee to Individual Trustee
Change Corporate Trustee to Corporate Trustee
Declaration of Trust
SMSF Loan Agreement
Binding Death Nomination

2 Vouchers
2 Vouchers
2 Vouchers
2 Vouchers
2 Vouchers
2 Vouchers
2 Vouchers
2 Vouchers
1 Voucher

PCT – Internal Lending
PCT – External Lending

4 Vouchers
2 Vouchers

Discretionary Family Trust Deed
Discretionary Family Trust Deed + Trustee Company

1 Voucher
2 Vouchers + ASIC Fees

Unit Trust Deed
Unit Trust Deed + Trustee Company

1 Voucher
2 Vouchers + ASIC Fees

Fixed Unit Trust Deed
Fixed Unit Trust Deed + Trustee Company

2 Vouchers
3 Vouchers + ASIC Fees

Document Printing: Printing fees not included with vouchers and to be paid separately.
Below Documents are not Included with the Vouchers
1. Actuarial certificate
2. Quantity Surveyor Report
3. Business Name

All our prices include 10% GST, however, credit card surcharge of 1.32% Incl. GST is charged when paid by

and 2.2% Incl. GST when paid by

For clarity of all doubts, credit card surcharge will be charged when paying for ASIC, printing & Stamp Duty when using the vouchers

All Documents includes which require signature

digital Signature is included in our price

We are linked with ABR.Gov.au All new Registration for ABN + GST+ TFN is included in our price.

CLIENT TESTIMONIALS

As a Financial Adviser and our own FSL, trustdeed.com has proven to be a great tool for efficiency and value. We have the confidence that the deeds are up to date and we can contact technical assistance immediately. The interaction between the web site and personal help is a pleasure to use.

Simon Horne
CFP
Southern Financial Planning Ltd

Trustdeed.com.au services and all legal documents are value for money with instant delivery.
I was astounded how quick and automated their service is – foolproof and technologically brilliant!
After Sales Service and very helpful back up staff and convenience of downloading documents online any where highly recommended.

Michael Ryan
CPA CFP®

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How to use our service?

Phone : 02 9684 4199
Email : sales@trustdeed.com.au

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service. Please visit http://www.batallion.com.au

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Reduce Your Cost of Documents - Buy Monthly Plans

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CLIENT TESTIMONIALS

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