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
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
Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
Fortunately we had a acquired the Bare Trust Deed from Trustdeeds.com. The support we received to solve the problems was thoroughly knowledgeable, extremely fast and went well beyond the call of duty.
We received a superb, unmatched level of service. This has left us confident that our clients can rely on Trustdeeds.com including in the most complex and unexpected situations.
We happily recommend their services!
Edward Pieck
CPA, Director
Medical Accounting Services (NSW) 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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