How it works

SMSF Trust Deed

Information - SMSF Trust Deed - Cost $125 (Incl. GST)
$110 (Incl. GST) If bundled with Corporate Trustee

Our system instantly automatically generates a legal Deed and all required documents to create your Self Managed Super Fund and instantly emails them to you.

By using our online system you can build a Self Managed Super Fund Trust Deed in less than 20 minutes and receive instant email of;

  • Trust Deed of your Self Managed Super Fund (SMSF) including a Product Disclosure Statement prepared by a specialist superannuation law firm: Batallion Legal;
  • All related legal documents such as, Consents for members to become trustees, Minutes of Members / Trustees to set up fund, Generic investment strategy, Applications to become members, Non-binding beneficiary nomination forms;
  • Instruction sheet on what to do next that is, how to open bank accounts, share broker accounts; how to apply for Tax File Number & Australian Business Number & Fund to be a complying fund with ATO; how to roll over existing funds to your Self Managed Super Fund prepared by Mr. Manoj Abichandani who has worked in SMSF Space as an accountant, Registered Tax Agent and auditor for over two decades with a SMSF specialist CPA firm advising clients on complex SMSF strategies and has vast experience in setting up tax structures for clients.

Our top quality legal documents come with the lowest online price tag in Australia.

Money back guarantee:
if you do not like our legal documents for any reason we will be happy to return our fees without asking any questions.

To purchase anything from our website you have to register with us
- registration is free Click here to register


Our SMSF Trust Deed and Documents

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Our SMSF Trust Deed and legal documents are written by Batallion Legal; providers of the most technically robust Self Managed Super Fund trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation.

Our deeds have been written with input from Manoj Abichandani SMSF Specialist Adviser SSA (R) and suit all practical situations for usage by both trustees and their advisors

  • Click here to read why you should use our SMSF trust deed.
  • Our trust deed and other related legal documents are written in plain English and are easy and simple to read.
  • Governing rules are always up-to-date, when you purchase our 5 year unlimited update service; this way, accountants, advisors, administrators and auditors are assured that their clients funds have the same set of rules and are current; saving time in annual audit review. To read how 5 year unlimited upgrade service works Trustees Click here and Advisers Click here.
  • Time is not wasted searching for lost trust deeds, Users (advisors and trustees) have online access to their trust deeds on our innovative Document Manager, 24/7 from anywhere.
  • Our documents are constantly reviewed and updated as Government requirements change and specifically comply with SIS Act & Regulations.

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.



Bulk Updates for Accountants, Financial Planners and Advisors;

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Click here to download our bulk discount price list.

If you have 10 or more clients, we can visit your office to update your entire clients SMSF trust deeds to our system without any cost to you.

Or we can update all your clients SMSF trust deeds in our office and courier you printed copies of deed of variation and the new deed. We will need data of all your SMSF Clients from you to conduct this bulk update, Click here to download blank data excel file.

To purchase anything from our website you have to register with us - registration is free Click here to register



Some of the benefits of using our system are :

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No need to buy SMSF Trust Deed from traditional shelf company formation providers, you can create your SMSF Trust Deed from specialists, instantly with us. Other benefits are:

  • Click here to read what documents are included in our email package;
  • For advisors, clients can sign all necessary legal documents whilst they wait, instead of second appointments for executing documents;
  • Our fees is only $125 (Incl. GST) ! By using our system you save time, energy and money for yourself and your clients;
  • You can keep your SMSF trust deed up to date (optional) by purchasing 5 years unlimited updates for an additional $165 click here for more information;
  • We can also print (optional), professionally bound in a deluxe indexed binder and express deliver anywhere in Australia to your nominated address for an additional fee of $55 (Incl. GST). (Click here for more information.);
  • Total cost of SMSF delivered to your door for next five years $345 (incl. GST) if you choose our Trust deeds 5 year unlimited update service;
  • You can manage all your legal documents on our smart document retrieval system. All documents are stored on our website for ever, secured by your user name and password, for future downloads.

To purchase anything from our website you have to register with us - registration is free Click here to register



How It Works

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The process to build SMSF Trust Deed, takes less than 20 minutes

  • After you register with us, you simply log on to your secured area (protected by your user name and password) on our website, all SMSF legal documents are created and personalized with answers from you to our online cleverly designed easy questions.
  • All questions come with clues to answers and explanations. At completion of all questions, you confirm your answers to all the questions and pay us by credit card (Master card or Visa) or EFT or by cheque.
  • We instantly email your newly formed tailored SMSF Trust Deed and other related documents and instruction sheet for your needs, any time of day and any day 24/7.
  • We store your trust deed (password protected) on our website for you to download from anywhere 24/7 from our innovative document manager.

To purchase anything from our website you have to register with us - registration is free Click here to register

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CLIENT TESTIMONIALS

Very good site. Interactive & easy-to-use. Excellent service - particularly in providing phone support.

Harpreet Pahwa
CPA
Harry & Associates Pty Ltd

I just love the simplicity of Trustdeed. The web site is a pleasure to use. Everything was explained in easy language that other company formation web sites just could not seem to manage. The back-up phone service was great. I had helpful, polite people that could answer all my queries. Thank you for a great service and keep up the exceptional work.

Abdou Elhage
Hage Partners
Accountants & Business Advisers

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

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Discretionary Trust (aka Family Trust)

Unit Trust Deed

Fixed Unit Trust Deed

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