Bulk Updates
Bulk Updates for Accountants, Financial Planners and Advisors;
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If you are an advisor, download a sample letter inviting your existing clients to update their SMSF trust deeds.
If you have 10 or more SMSF deed to be updated, please subscribe to our voucher package to enjoy our reduced-price benefit. click here for more information.
We can update your SMSF Deeds in bulk, instead of one by one - by importing SMSF data into our update engine, download blank data excel file.
Future changes in law are unpredictable. With your client’s smart investment of further $330 (Incl. GST) for "unlimited 5 year updates" which is purchased at the time of updating SMSF deed, 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.
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CLIENT TESTIMONIALS
I have been using Trust Deed dot Com for quite some time now and find their service second to none. Their order forms are easy to navigate with hints & tips along the way. Their post order review of (particularly) Trust Deeds is a valuable and very much appreciated free service! 
Joan Drew
B.Bus FIPA
Joan L Drew & Associates (Public Accountants / Registered Tax Agents)
As a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services.
Dickson Hong
CPA
Registered Tax Agent
Registered ASIC Agent
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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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