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 client was extremely happy when advised of your charges on SMSF borrowing structure. I was very happy with the standard of documentation and the assistance, for both, written documentation and verbally from your technical department. I specially like the way you have bundled the internal loan document within your bare trust package at no extra charge (particularly, as you are aware that in some cases client's may use borrowed funds secured on their own property and on-lend to the SMSF and not mortgage the super fund property with the bank to save the heavy charges that they levy on super borrowings). Why would I use anyone else other than Trustdeed .com!!!

Gregory H. Diment
B.Bus, F.C.A. JP
Copp Diment & Co

A combination of online instant services, down to earth prices and expert legal and professional advice has made trustdeed.com.au a wining solution. Finally a source which works 24/7. We have found their advice and help to be most suitable and adept for our clients. Trustdeed.com.au is no doubt our preferred source for all SMSF and other needs.

Manu Gupta
MBA MAF CPA FTIA
Principal, M G Arthur & Associates.

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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