How it works

FAQs -> SMSF Trust Deed



What is the benefit of buying a Trust Deed from this website?

If you purchase a trust deed from us you will have

  • up-to-date trust rules,
  • access to trust deed 24/7,
  • documents are in plain English and easy to understand,
  • your funds auditor will have confidence that the fund rules are complying and are up to date


Does the Trust Deed allow all types of investments & choices?

With our Trust deed, trustees can choose

  • any bank and any investment if allowed by its Investment strategy and SIS Act, basically trustees control the bank account and all investments,
  • any accountant, auditor, SMSF adviser, administrator or wrap account operator,
  • all investment decisions, management decisions, Pensions withdrawal decisions, within the SIS Act limits,
  • to keep the fund's records, minutes in any way they like,
  • any life insurance policies, for its members .


Can all types of pensions be paid under the SMSF Trust Deed?

Our Trust deed allow trustees to be paid

  • Allocated pensions,
  • Transition to Retirement Pensions,
  • Market linked pensions also known as TAP (term allocated pensions) up to the limit SIS Act allows (20th September 2007),
  • Continued defined benefit pensions to be paid which are wholly determined by reference to term life, period or life expectancy which commenced before they further pensions were disallowed by SIS Act,
  • Our current SMSF PDS includes all the budget measures announced on 10th May 2006 and will allow the new account based pension when legislated.


What new measures are included in the SMSF Trust Deed?

Our SMSF Trust Deed was prepared after the simple super rules were legislated on 15th March 2007. Our Trust Deed includes all the latest strategies and rules, such as:-

  • Market Linked, or Term Allocated Pensions - Transition to Retirement Pension (non-commutable pensions),
  • New Account Based Pension
  • Divorce and Super Splitting,
  • Government Co-contribution scheme,
  • Binding Death Nominations,
  • Interdependent Relationships for Beneficiaries,
  • Contributions Splitting to Spouse,
  • Removal of cashing restrictions for individuals over age 65 and not working.


Is the website secure and will the details be provided to any marketing company?

We do not provide your details to any marketing company, please read our Privacy Policy for further details. Our Website is secured by GeoTrust: Websites secured by QuickSSL are utilizing 128-bit SSL certificates thereby offering the highest level of encryption or security possible. This means you can be rest assured that communications between your browser and this site's web servers are private and secure

JOIN US

Learn how to grow your wealth and pay less tax.

Our Wealth Creator writers reveal the secrets of how to easily reduce tax and create more wealth. Once you learn these simple but ingenious strategies, it will be like giving yourself a 20% pay rise, tax free!

CLIENT TESTIMONIALS

We have used this site personally for establishing companies and trusts within our corporate structure. Its easy, efficient and you get a good quality binder delivery. Fantastic service..keep up the good work

Jeanine Phillips
Dip. Financial Services
Investor Cashflow Finance

Great, easy to use service without any hidden fees or tricks. Thanks

Conrad Francis
Dip FP
Inspired Money

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

Register/Login Now

New User

To purchase anything from our website you need to register once, - registration is free.

Register Now

Existing User

Log in now to order a new document

Login

Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update

ABN & TFN

SMSF Update

Bulk Updates

Why Use our Deed

Free Forms

FAQ

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

Jobs

Search Jobs