How it works

SMSF Update

Information - SMSF Trust Deed Update Cost $137.5 (Incl. GST)

5 Year Unlimited Update Cost $165 (Incl. GST)

Our system instantly automatically generates all required documents to update your Self Managed Super Fund and instantly emails them to you.

You can update your current SMSF Trust deed (and keep it updated for the next 5 years), online, by removing (varying) all the clauses of your current trust deed and replacing them with all the new clauses of a new trust deed. The new trust deed is annexed to a “Deed of variation” which is executed by the trustees of the fund.

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

  • “Deed of Variation” and your new 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, Minutes of Members / Trustees to update your existing trust deed;
  • Instruction sheet on “what to do next” and how to effect the update 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 Trust Deed incorporates the following changes to Superannuation Law:-

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Our Trust deed is the most current available in the market place and usually updated twice a year and includes the following changes for detailed table of contents click here.

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

  • accept the Governments new low income super contributions
  • refund contributions received by the fund in excess of the non-concessional contribution cap and refund excess concessional contributions to a maximum limit of $10,000 if offered by the regulator;
  • ensure that trustees keep monies separate from their own, consider to hold a contract of insurance,
  • give powers to trustee to purchase insurance policy for the liquidity of the fund and investments in personal use assets as per the new rules;
  • allocate any contributions within 28 days after the end of the month in which contributions are received;
  • borrow as per the new LRBA rules Section 67A & 67B;
  • review investment strategy regularly, value assets at market value and the use of qualified independent valuer as per SISR 4.09;
  • automatically pay a reversionary pension to the nominated dependant beneficiary of the deceased member who was on pension to contra the effect of CGT on death (draft ruling 2011/D3);
  • set a cascading procedure to disburse superannuation interest of a deceased member in case of binding or non binding nomination with or without a nominated reversionary beneficiary;
  • non-lapsing binding death nomination forms;
  • Allow Trustees to pay the New Account Based Pensions;
  • Spouse Splitting of contributions;
  • Allow In-specie Contributions by members;

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

Our 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® and SMSF Specialist Auditor SAud ® 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 client’s 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.

If you want to write a letter to your clients explaining the need to update their SMSF Trust Deed, Click Here to download a Performa Letter.

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 use an update service of SMSF Trust Deed from traditional “shelf company formation” providers, you can create your SMSF Trust Deed update 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 bind 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 update delivered to your door for next five years $345 (incl. GST) if you choose our Trust deed’s 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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Normally trustees are given variation powers by a clause in their existing trust deed. The process to update 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 update 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 Deed of Variation and your new 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

Lost Trust Deed

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If you have lost your trust deed you will need a “Deed of Confirmation” and a new trust deed. Click here to learn how you order a Deed of Confirmation which includes a new Self managed superfund trust deed.

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Having compared to other legal document providers provided our firm with a true one stop solution combining electronic document delivery, professional legal’s, technical support, online document storage/retrieval and competitive pricing.

Jack Liubinskas
Senior Partner, CPA
LBH Accountants

The simplicity of the website makes it easy to navigate and with documents emailed instantly there is no waiting around for couriers to show up. The online Document Manager means I can access my trusts 24/7 and download them an unlimited amount of times free anywhere anytime.

Neil Wilde
BBus (Acc. & Manag.), CPA
Aston Ryan & Malcolm

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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.
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