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 of more SMSF's deed to be up dated, download our bulk discount price list.

    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 $165 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 now purchased a SMSF and a company from Trustdeed.com.au. A simple process , simple instructuions and helpful people when I had a question. many thanks.

Michael Peel
phd
private

We used trustdeed.com.au "SMSF limited recourse borrowing" documents for our client. A day before our client was to fly overseas and two days before settlement, there were issues raised by the lenders solicitors which put the transaction to a total standstill. However the Superannuation support team of trust deed dot com sorted not only issues relating to our original SMSF trust deed which we had inherited but also helped our clients purchasing solicitor, mortgage broker, bank's solicitor, client's financial planner and our client to complete the deal. A truly 7 star support service!

Yuk Wong
C.P.A
Baser Business Services Pty Limited

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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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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update

ABN & TFN

SMSF Update

Bulk Updates

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FAQ

SMSF Borrowing

Security Trust Deed - Bank Lender

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Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

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