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
Thanks Trust deed that was so quick..I'm up and running in a matter of minutes!! Awesome! 
Abhishek Narwania
Senior Consultant
Forbes Accounting & Business Consultants Pty Ltd
The best customer service ever. Explained all I needed to know. Went beyond the call of duty. Best money ever spent.
Nilesh Golani
CPA
Aplus Tax Solutions
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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SMSF Trust Deed5 Years Unlimited Deed Update - Trustees 5 Years Unlimited Deed Update - Advisors SMSF BorrowingSecurity Trust Deed - Bank Lender Security Trust Deed - Related Party Lender SMSF Borrowing - Property Conveyancing Actuarial Certificate |
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