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

We used trustdeed.com.au "SMSF limited recourse borrowing" documents for our client. A day before our client was to fly overseas and two days before settlement, there were issues raised by the lenders solicitors which put the transaction to a total standstill. However the Superannuation support team of trust deed dot com sorted not only issues relating to our original SMSF trust deed which we had inherited but also helped our clients purchasing solicitor, mortgage broker, bank's solicitor, client's financial planner and our client to complete the deal. A truly 7 star support service!

Yuk Wong
C.P.A
Baser Business Services Pty Limited

Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
Fortunately we had a acquired the Bare Trust Deed from Trustdeeds.com. The support we received to solve the problems was thoroughly knowledgeable, extremely fast and went well beyond the call of duty.
We received a superb, unmatched level of service. This has left us confident that our clients can rely on Trustdeeds.com including in the most complex and unexpected situations.
We happily recommend their services!

Edward Pieck
CPA, Director
Medical Accounting Services (NSW) Pty Ltd

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

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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

SMSF Trust Deed Update

Why Use our SMSF Trust Deed

Bulk SMSF Trust Deed Updates

5 Years Unlimited Deed Update - Trustees

5 Years Unlimited Deed Update - Advisors

SMSF - 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

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

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