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If you purchase a trust deed from us you will have
- up-to-date trust rules,
- access to trust deed 24/7,
- documents are in plain English and easy to understand,
- your funds auditor will have confidence that the fund rules are
complying and are up to date
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With our Trust deed, trustees can choose
- any bank and any investment if allowed by its Investment strategy and
SIS Act, basically trustees control the bank account and all
investments,
- any accountant, auditor, SMSF adviser, administrator or wrap account
operator,
- all investment decisions, management decisions, Pensions withdrawal
decisions, within the SIS Act limits,
- to keep the fund's records, minutes in any way they like,
- any life insurance policies, for its members .
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Our Trust deed allow trustees to be paid
- Allocated pensions,
- Transition to Retirement Pensions,
- Market linked pensions also known as TAP (term allocated pensions) up
to the limit SIS Act allows (20th September 2007),
- Continued defined benefit pensions to be paid which are wholly
determined by reference to term life, period or life expectancy which
commenced before they further pensions were disallowed by SIS Act,
- Our current SMSF PDS includes all the budget measures announced on
10th May 2006 and will allow the new account based pension when
legislated.
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Our SMSF Trust Deed was prepared after the simple super rules were
legislated on 15th March 2007. Our Trust Deed includes all the latest
strategies and rules, such as:-
- Market Linked, or Term Allocated Pensions - Transition to Retirement
Pension (non-commutable pensions),
- New Account Based Pension
- Divorce and Super Splitting,
- Government Co-contribution scheme,
- Binding Death Nominations,
- Interdependent Relationships for Beneficiaries,
- Contributions Splitting to Spouse,
- Removal of cashing restrictions for individuals over age 65 and not
working.
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 We have been using your services in the past two years and we find the online ordering website very well lay out and easy to follow.
The comments next to the input fields are very helpful for us to make the decisions. The binders normally arrive within a day or two at my office. The prices are reasonable for the quality of services provided |
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-Owen Ow
CPA
Principal
Kingston ECT |
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Excellent service - easy to follow, logical sequence with right clarification available. Benchmark for aspects of my service.
Kind Regards. |
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-Leigh Birch
B.Ed (Science), Dip.FS (FP), MFAA 55518
Mortgage Broker / Financial Planner
Birchcorp Pty Ltd |
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Testimonials |
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