How it works
Our Package
Our Package Includes - New SMSF
The email delivery includes:
- Trust Deed of your Self Managed Super Fund
- A Product Disclosure Statement
- Consents for member to be trustees of Super Fund or consent of Directors of the trustee company to act as trustees of Super Fund
- Minutes of Members / Trustees to set up the fund
- Generic Investment strategy of your Self Managed Super Fund
- Applications to become member
- non-binding beneficiary nomination forms,
- Instruction sheet on
- how to open bank accounts
- broker accounts and apply for Tax File Number
- Australian Business Number
- Fund to be a complying fund.
- How to roll over existing funds to your Self Managed Super Fund and
- “What to do next”.
Our Package Includes - SMSF Update
The email delivery includes:
- “Deed of Variation” which needs to be executed to update your Trust deed,
- A Product Disclosure Statement for all members,
- Rules of your SMSF (new trust deed) ,
- Minutes of Members / Trustees to initiate the Trust deed update,
- Notice to be given to each member, informing them of the update
- Instruction sheet on how to execute “Deed of Variation” for your Self Managed Super Fund and “What to do next”.
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CLIENT TESTIMONIALS
The simplicity of the website makes it easy to navigate and with documents emailed instantly there is no waiting around for couriers to show up. The online Document Manager means I can access my trusts 24/7 and download them an unlimited amount of times free anywhere anytime. 
Neil Wilde
BBus (Acc. & Manag.), CPA
Aston Ryan & Malcolm
With prices this competitive and quality legal’s trustdeed.com.au have set the benchmark to other legal document providers. This is a truly advanced document delivery website, faxing my order forms and waiting for them is a thing of the past.
Gerard Wilkes
FCA, CFP
Gerard Wilkes & Associates
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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