How it works

Change Individual Trustees to a Corporate Trustee

Change Individual Trustees to a Corporate Trustee - Cost $220 Incl. GST
$200 Incl. GST If bundled with Corporate Trustee

By using our system, you can automatically create legal documents to replace Individual trustees of your SMSF by a Corporate trustee and instantly receive an email of a varied trust deed with the company as the trustee and all other legal documents which you will ever need to keep your fund complying.

Superannuation Industry (Supervision) Act 1993 has rules on how many individual trustees can a self managed superannuation fund have and who can be directors of the corporate trustee, click here for more information.

By using our online system you can replace Individual trustees with a Corporate trustee for your SMSF in less than 20 minutes and receive instant email of;

  • "Deed of Variation" and a replacement "Trust Deed" of your Self Managed Super Fund (SMSF) complying with all the current SISA rules, including a Product Disclosure Statement prepared by a specialist superannuation law firm; Batallion Legal. All assets of the fund must be in the name of the trustees of the SMSF. Your bank will need this new deed before it changes the name of the current SMSF bank account; 
  • All related legal documents, such as, Resignation of Individual Trustee (s), Minutes of Members / Trustees to use the replacement trust deed, Consent to act Director of trustee company, ATO declaration etc;
  • PDF form to advice ATO of “change of details” and PDF file of ATO instructions;
  • Instruction sheet on "what to do next", that is, to ensure that your fund remains a complying fund with ATO; prepared by Mr. Manoj Abichandani who has worked in SMSF Space as an accountant, Registered Tax Agent and auditor for over two decades with a SMSF specialist CPA firm advising clients on complex SMSF strategies and has vast experience in setting up tax structures for clients.

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Money back guarantee:
if you do not like our legal documents for any reason we will be happy to return our fees without asking any questions.

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- registration is free Click here to register


Our top quality legal documents come with the lowest online price tag in Australia.

To purchase anything from our website you have to register with us - registration is free Click here to register



Our SMSF Trust Deed and Documents

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  • Our SMSF Trust Deed and legal documents are written by Batallion Legal; providers of the most technically robust Self Managed Super Fund trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation.
  • Our deeds have been written with input from Manoj Abichandani SMSF Specialist Adviser SSA® & SMSF Specialist Auditor SSAud® to suit all practical situations for usage by both trustees and their advisors.
  • Our trust deed and other related legal documents are written in plain English and are easy and simple to read. 
  • Time is not wasted searching for lost deeds; Users (advisors and trustees) have online access to their trust deeds on our innovative Document Manager, 24/7 from anywhere.
  • Governing rules are always up to date: Our documents are constantly reviewed and updated as Government requirements change and specifically complies with SIS Act & Regulations.

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.

To purchase anything from our website you have to register with us - registration is free Click here to register



Some of the benefits of using our system are :

Usually you will prepare legal documents to replace individual trustees with a corporate trustee and then update SMSF trust deed from traditional “shelf company formation” providers. Now you can update your SMSF Trust Deed, instantly with us along with receiving all legal documents required to replace individual trustees. Other benefits are:

  • For advisors, clients can sign all necessary legal documents whilst they wait, instead of second appointments for executing documents;
  • Our fee is only $220 (Incl. GST)! including updating SMSF trust deed; By using our system you save time, energy and money for yourself and your clients;
  • We can also print (optional), professionally bind all legal documents in a deluxe indexed binder and express deliver anywhere in Australia to your nominated address for an additional fee of $55 (Incl. GST);
  • Total cost to replace trustees, with all documents printed including 2 bound copies of the new SMSF trust deed delivered to your door is $275 (incl. GST);
  • You can manage all your legal documents on our smart document retrieval system. All documents are stored on our website for ever, secured by your user name and password, for future downloads.

To purchase anything from our website you have to register with us - registration is free Click here to register



How It Works

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The process to delete members from your SMSF Trust Deed, takes less than 20 minutes

  • After you register with us, you simply log on to your secured area (protected by your user name and password) on our website, all SMSF legal documents are created and personalized with answers from you to our online cleverly designed easy questions. Simply log on to “SMSF Tools” section after you log in and start preparing the document by answering questions.
  • All questions come with clues to answers and explanations. At completion of all questions, you confirm your answers to all our questions and pay us by credit card (Master card or Visa) or EFT or by cheque.
  • Once you pay, we instantly email you newly formed tailored “Deed of Variation” and a “SMSF trust deed” and other related legal documents and instruction sheet for your needs, any time of day and any day 24/7.
  • We store your trust deed (password protected) on our website for you to download from anywhere 24/7 from our innovative document manager. 

To purchase anything from our website you have to register with us - registration is free Click here to register



Documents Printing

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We charge $55 (Incl. GST) to professionally print and express courier (anywhere in Australia) to your nominated address.

The package includes a Deluxe indexed folder

  • Two bound copies of “Deed of Variation” of your self managed superannuation fund and replacement of your "SMSF trust deed";
  • One copy of the deed of Deed of Variation and replacement trust deed filed in the folder;
  • All Related minutes & legal documents filed in the folder;
  • Instruction sheet on exactly to what to do next (ATO PDF file & instructions are sent via email only)

All documents will be ready to sign with “Sign here” stickers. All documents will also be emailed to you and stored on our website as usual. Before we print documents for you, we get you to confirm that all details are correct to minimize errors.

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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

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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.
Please visit http://www.batallion.com.au

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