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 have used a few providers over the last 6-7 years for incorporting companies and trusts for our clients and recently we used the services of www.trustdeed.com.au and their team for the first time for a related party SMSF borrowing arrangement. We don’t have words to explain how efficiently the team handled the documentation and the quality of advice provided to all our queries. Trustdeed.com.au is definitely a service provider with a difference. We highly recommend their services. 
Mr. Taran Aujla
CPA Tax Accountants
A&A Financial Services Pty Ltd
We have used company registration services and purchased trust deed documents through trustdeed.com.au and found thier website very informative and easy to navigate coupled with post sales service.
The documents and your web site, with its wealth of resources, is top. Thank-you for a first-class set of documents, especially SMSF documentation.
Trustdeed.com.au provides a comprehensive and easy process for us to generate legal documents for Discretionary trust deeds in minimum required time. Thank you for offering reliable and quick services. Trustdeed.com.au services and legal documents are good value to us, with fast delivery,. after sales service and very helpful back up staff.
As accountants, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters.
Manoj and his team at trustdeed.com provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to us and our SMSF needs.
David Hilton
DHC GROUP ACCOUNTING & MIGRATION
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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