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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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 I did not expect a reply till some time next week and on Sunday, I send a support service request at about 6 pm, and then 20 minutes later, I have your expert reply. WOW, this is extraordinary support. There need to be no other better word said about your extraordinary excellent support services. All those out there trying to set up a company, you are at the right place. Thanks and best regards |
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-Allan Tong
Director & Trustee |
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I contacted Trustdeed.com support people with a technical problem related to borrowings in a SMSF. The quick and out of box solution I got from their team was just amazing. Their help and support went beyond what was expected of them.
And having travelled all the way from Brisbane to Sydney to attended few seminars presented by Trustdeed technical director Mr. Manoj Abichandani, I can say that it is time and effort well spent.
I will happily recommend their services to anyone. |
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-Campbell McCart
CPA
B.I.T. Accountants |
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