How it works

Document Printing (Optional)

Documents Printing

We charge $65 (Incl. GST) to professionally print, bind and express courier (anywhere in Australia) trust deed and other documents to your nominated address.

New SMSF Package Includes

  • Trust Deed Register
  • Three copies of the Trust Deed (Two copies of bound Trust Deeds & one copy of hole punched Trust Deed)
  • Full establishment kit and related minutes & documents filed in index tabs
  • Instruction sheet on exactly what to do next

SMSF Update Package Includes

  • Trust Deed Register
  • Three copies of the Deed of Variation annexed by updated Trust Deed (Two copies of bound Trust Deeds & one copy of hole punched Trust Deed)
  • Minutes of Members / Trustees to initiate the Trust Deed update
  • Instruction sheet on exactly what to do next

All documents will be ready to sign & marked with “Sign Here” flags.

All trust deeds and related documents will also be emailed to you and stored on our website as usual.

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Setting up my family trust deed was quick and easy. Not only was it easy but when I made an error in one of the fields, they contacted me, reopened the online document and facilitated the correction at no additional cost. Very impressed with both the ease of use and friendly personalised customer service.

Paul Barton
Merewyn Partners Pty Ltd.

There is very useful information on the website, read and understood fully, supplemented information from accountant for sure... highly recommended reading, trust deed was very easy to read and understand...

Tim Yang

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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.
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Company Constitution

Div 7A Loan Agreement

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Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update


SMSF Update

Bulk Updates

Why Use our Deed

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


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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