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 a accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes and all other relevant matters. You & your team at trustdeed.com provide us with prompt, efficient services. 
Dickson Hong
CPA
Registered Tax Agent
Registered ASIC Agent
TAXATION BUSINESS SERVICES
I was able to accomplish this at home, on the internet and at my own convenience. The content of trustdeed website for my SMSF and Family Trust are very valuable and the support team were great in providing feedback and guidelines for the document setup. The team at Trustdeed.com were very helpful and pleasant to deal with.
Rob
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How to use our service?
Phone : 02 9684 4199
Email : sales@trustdeed.com.au
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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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