How it works
Bulk Updates
Bulk Updates for Accountants, Financial Planners and Advisors;
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.
Letter to Clients
If you are a professional advisor and want to communicate with your clients, advising them the need & advantages to update their trust deed. Click here to download a pro-forma letter to your clients.
Our SMSF trust deed has all the features listed in the sample letter.
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CLIENT TESTIMONIALS
I have been a customer of Trust Deed.com for some time and I have always been impressed with their service. However, I am absolutely indebted to them for pointing out to me that I had made a typo when keying in the ACN of a newly incorporated company. Without this add on service which they provide, all the trust documents would have gone out incorrectly. Thank you so much. 
Gail Freeman
FCA, Director
Gail Freeman & Co Pty Ltd (ABN: 57 008 653 683)
Thank You. Your service is quick and easy. I especially like the fact I can save unfinished documents and re-print finished documents that were completed quite some time ago. The review of documents by the legal team has proven on many occasions to be a life saver.
Dani
Dani Millynn CPA Pty Ltd (ABN: 76 108 913 506)
More Information
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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