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All Self Managed Super Fund trust deeds available in the market place are
not the same.
A good quality trust deed is one which at the time of writing.
- Complies with the SIS Act,
- Allows Trustees the flexibility to apply all known strategies to the
members advantage,
- Allows Trustees to implement wide range of investment & Pension
strategies, including Risk Management Strategies,
- Is written in plain English and is understood by Trustees / Auditor /
Administrators etc…
To select, which trust deed is better then the other or to judge which
trust deed suits your requirement is a tough job for Trustees and their
advisors. As sometimes trustees (or their advisors) do not know what to
look for, in a trust deed, when selecting a supplier.
Simply using the most expensive trust deed or a large
or known supplier does not mean that you are using the best trust deed to
establish your Self Managed Super Fund.
In recent years, the SIS Act has been amended many times, resulting in
making the best deed redundant. In our opinion, the best trust deed is the
one which changes with each change of the SIS Act.
If you combine it with updating your current trust deed to ours the total
cost is only $275 – which is very competitive to other trust deeds
available in the market place.
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Our trust deeds are updated as and when required by
- Legislative changes to either Income Tax Act or SIS Act affecting
SMSF,
- Regulatory practices, these are generally initiated by APRA which
regulates SMSF,
- Case law developments as a result of court decisions, currently many
family law matters are being sorted with Superannuation being the main
issue,
- Changes in the superannuation industry at large.
It is very difficult to predict the number of times our trust deed
will be updated in the future. Our SMSF Trust Deed was prepared after the
simple super rules were legislated on 15th March 2007.
Looking at the history of changes for the past two years, we can safely say
that our trust deed may get amended at least once or twice in one year.
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| Trustees click here Advisors Click here. |
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We will send you an email notifying you that our trust deed has
been updated and detail of the change, the reason why we have updated our
trust deed and what impact will the change have to your SMSF.
If your advisor has initiated or organized your update service with us
– you do not have to do anything to keep your trust deed up to date,
however, if you, as a trustee ordered the trust deed, you will have to log on
to our web site and download ‘deed of variation’ and a
“copy of our new trust deed”. Then you must follow the
instruction sheet and execute the deed of variation to give effect to the
variation. |
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If you do not have the latest version of our trust deed, it
basically means that you may not be able to use the latest strategies
relating to the latest changes in legislation etc as your current trust deed
will not allow it.
If you do not up date your trust deed, the impact on your super fund depends
on seriousness of the change in the update / legislation and the impact of
that update pertaining to your SMSF circumstances.
Hence, if it is difficult to judge at this point of time, if you will suffer
a loss when you decide not to up date your trust deed. |
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NO. When we update our trust deed, we will advise you via
email. If you are an advisor and if you do not want to update your clients
trust deed, you have to let us know via email within 14 days and we will
remove your clients trust deed from the system.
NO. If you are a trustee, you simply do not download the “deed and
variation” and the new trust deed. You have to do nothing if you do not
want to update your trust deed. |
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If you do not have the latest version of our trust deed, it
basically means that you may not be able to use the latest strategies
relating to the latest changes in legislation etc as your current trust deed
will not allow it.
If you do not up date your trust deed, the impact on your super fund depends
on seriousness of the change in the update / legislation and the impact of
that update pertaining to your SMSF circumstances.
Hence, if it is difficult to judge at this point of time, if you will suffer
a loss when you decide not to up date your trust deed. |
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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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| I purchased a Discretionary trust deed for one of my clients some time back. When my clients approached their financial institute with some specific request for this trust, financial institute wanted some modifications in trust deed specific to client’s request. When I contacted Trustdeed narrating them the issue involved, they not only helped us but provided the supplementary documentation free of charge as well. Not only their products and services are good but their after sales support and service are exceptional too. |
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-Suresh Swarna
B.com, C.A(I), CPA, PNA
Cognizant Accountants |
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Testimonials |
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