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
With bulk discount pricing for 10 or more SMSF updates and the simple data entry of an excel spreadsheet we had all our clients SMSF updated to current legislation and delivered in 1 day. A quick efficient no fuss no hassle simple solution to updating our clients SMSF. 
John Dellavedova
CA
DellaVedova & Associates.
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
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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