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My client, an SMSF Member has just died - What do I do now? (61:51 mins)
- Situations where not to use binding Death Benefit Nominations
- Death when member is on Pension Age - Transfer Balance Account requirements
- Trust Deed puzzle: Reversionary Pensions Vs Death Benefit Nominations
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I contacted Trustdeed.com support people with a technical problem related to borrowings in a SMSF. The quick and out of box solution I got from their team was just amazing. Their help and support went beyond what was expected of them.
And having travelled all the way from Brisbane to Sydney to attended few seminars presented by Trustdeed technical director Mr. Manoj Abichandani, I can say that it is time and effort well spent.
I will happily recommend their services to anyone.
Campbell McCart
CPA
B.I.T. Accountants
I purchased a Discretionary trust deed for one of my clients some time back. When my clients approached their financial institute with some specific request for this trust, financial institute wanted some modifications in trust deed specific to client’s request. When I contacted Trustdeed narrating them the issue involved, they not only helped us but provided the supplementary documentation free of charge as well. Not only their products and services are good but their after sales support and service are exceptional too.
Suresh Swarna
B.com, C.A(I), CPA, PNA
Cognizant Accountants
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