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

Read all testimonials

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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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

SMSF Trust Deed Update

Why Use our SMSF Trust Deed

Bulk SMSF Trust Deed Updates

5 Years Unlimited Deed Update - Trustees

5 Years Unlimited Deed Update - Advisors

SMSF - Free Forms

SMSF Borrowing

Security Trust Deed - Bank Lender

Security Trust Deed - Related Party Lender

SMSF Borrowing - Property Conveyancing

Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

Trusts

Discretionary Trust (aka Family Trust)

Unit Trust Deed

Fixed Unit Trust Deed

Trusts Information

Discretionary Trusts

Unit Trusts

Fixed Unit Trusts

Property Tools

Quantity Surveyor report

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