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
As an accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters. Manoj and his team at trustdeed.com provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to our SMSF needs. 
Chander Sareen
CPA, FCA-I
CNR Accounting & Taxation Services
We used the SISA 67 (4A) borrowing structure from www.trustdeed.com.au for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.
David Goldston
B Comm (Qld) PNA
Director Liverpool Financial Services Centre Pty Ltd
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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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