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 or more SMSF deed to be updated, please subscribe to our voucher package to enjoy our reduced-price benefit. click here for more information.
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 $300 (Incl. GST) 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
Very good site. Interactive & easy-to-use. Excellent service - particularly in providing phone support. 
Harpreet Pahwa
CPA
Harry & Associates Pty Ltd
I just love the simplicity of Trustdeed. The web site is a pleasure to use. Everything was explained in easy language that other company formation web sites just could not seem to manage. The back-up phone service was great. I had helpful, polite people that could answer all my queries. Thank you for a great service and keep up the exceptional work.
Abdou Elhage
Hage Partners
Accountants & Business Advisers
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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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