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
Thank You. Your service is quick and easy. I especially like the fact I can save unfinished documents and re-print finished documents that were completed quite some time ago. The review of documents by the legal team has proven on many occasions to be a life saver. 
Dani
Dani Millynn CPA Pty Ltd (ABN: 76 108 913 506)
I have been using Trust Deed dot Com for quite some time now and find their service second to none. Their order forms are easy to navigate with hints & tips along the way. Their post order review of (particularly) Trust Deeds is a valuable and very much appreciated free service!
Joan Drew
B.Bus FIPA
Joan L Drew & Associates (Public Accountants / Registered Tax Agents)
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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