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 just wanted to write a quick line thanking you for the fantastic service we have received. Registering our company almost turned into a complete headache until the friendly team from trustdeed quickly walked me through the application process and only a short time later everything was done! Thank you so much for great support making it possible for even "normal people" to get started. Thank you!
Daniela Schneider
Trustee
We have been using trustdeed.com.au for obtaining actuarial certificates for our clients and their services are excellent. Turnaround is very quick, usually within hours! The question answer style web application is very comprehensive and easy to use and their technical support is rated number one where you speak to a staff member and get it resolved straightway. No waiting in the queues, will happily recommend their service to anyone.
Ruwald & Evans
Chartered Accountants
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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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