How it works

SMSF Trust Deed - 5 Years Unlimited Update Service

Accountants, Financial Planners & Legal Practitioners

You can keep your SMSF Trust Deed Updated automatically for next 5 years for an additional $165 (Incl. GST)



Why your clients trust deed should be up to date?

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If your goal is to maximize benefits for your clients at the time of their retirement you have to ensure that each year ;

  • Your client contributes maximum allowed under the legislation; and
  • Returns on Super Investments are above average; and
  • Fees & Income tax the fund pays is the lowest.

Returns & Income tax on your clients super can depend on various strategies you implement for them. For example: Spouse Splitting of contributions each year to older spouse will result in higher member balance for older spouse; who can be on transition to retirement pension sooner than younger spouse.

Strategies are being developed by experts at all times, however to implement them, you need a living and breathing trust deed which allows the trustees to make the relevant changes to their strategies as and when suggested by you. We have a perfect solution for you: Unlimited 5 Year Update for $165! i.e. about $30 + GST per year!

Click here to download a sample letter inviting your existing clients to update their SMSF trust deeds.

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



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



What is automatic unlimited 5 Year Update Service?

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The procedure to automatically update is very simple. Our trust deed has a special clause which allows two entities to update the trust deed in future, namely, the trustees and a special purpose non-trading entity called “Deed Administration Pty Ltd” which is controlled by us. When ever there is need to update our deed, Batallion Legal, will provide us with a new trust deed

The following steps are then taken to update your trust deed automatically:

  • Deed Administration Pty Ltd will execute a “Deed of Variation” for all clients who have paid for unlimited updates as on that date.
  • Deed of Variation will remove all the governing rules of your existing trust deed and replace them with governing rules of the new trust deed. This is the most efficient and industry accepted practice, instead of line by line amendment.
  • In the rare situation the trustees may decide not to vary the deed to the latest legislation, the trustees can prepare minutes not to accept this variation as the ultimate control of all variations lies with the trustees, namely, you.
  • After executing the “deed of variation” we will then send an email to you advising you that an update of the trust deed has been placed on the website along with reasons for updating & highlighting the benefits of using an updated trust deed.
  • You can simply visit our website, log on to your secured area and download the deed of amendment and your new updated SMSF trust deed. These documents can also be emailed to you if you wish. There is no need to print as all updates will be available online 24/7 from anywhere.
  • The new updated trust deed along with the original deed will be your new set of governing rules.

Before the end of the first five year period, we will give you enough time (three months) to renew your service for the next five years.

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



By using our services accountants, Financial Planners & Legal Practitioners will not be required to do anything to keep their client's SMSF Trust Deeds up to date



How does automatic update service works?

Order Now

The procedure to automatically update is very simple. Our trust deed has a special clause which allows two entities to update the trust deed in future, namely, the trustees and a special purpose non-trading entity called “Deed Administration Pty Ltd” which is controlled by us. When ever there is need to update our deed, Batallion Legal, will provide us with a new trust deed.

The following steps are then taken to update your trust deed automatically:

  • Deed Administration Pty Ltd will execute a “Deed of Variation” for all clients who have paid for unlimited updates as on that date.
  • Deed of Variation will remove all the governing rules of your existing trust deed and replace them with governing rules of the new trust deed. This is the most efficient and industry accepted practice, instead of line by line amendment.
  • In the rare situation the trustees may decide not to vary the deed to the latest legislation, the trustees can prepare minutes not to accept this variation as the ultimate control of all variations lies with the trustees, namely, you.
  • After executing the “deed of variation” we will then send an email to you advising you that an update of the trust deed has been placed on the website along with reasons for updating & highlighting the benefits of using an updated trust deed.
  • You can simply visit our website, log on to your secured area and download the deed of amendment and your new updated SMSF trust deed. These documents can also be emailed to you if you wish. There is no need to print as all updates will be available online 24/7 from anywhere.
  • The new updated trust deed along with the original deed will be your new set of governing rules.

Before the end of the first five year period, we will give you enough time (three months) to renew your service for the next five years.

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

Your clients will appreciate you for choosing our trust deed which is affordable, reliable, state of art technology & unique service.

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CLIENT TESTIMONIALS

Trustdeed.com.au services and all legal documents are value for money with instant delivery.
I was astounded how quick and automated their service is – foolproof and technologically brilliant!
After Sales Service and very helpful back up staff and convenience of downloading documents online any where highly recommended.

Michael Ryan
CPA CFP®

I have had an excellent experience using Trustdeed.com.au for the last few years. The written communication is of an exceptional standard. The best feature of Trustdeed is in the excellence of customer service - caring, prompt and efficient.I would recommend your product to anyone.I have incorporated many companies, trust and superannuation funds with your assistance and will continue to do so.
Look forward to our next encounter.

Jason Chu
CPA
JMC Accounting Services

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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.
Please visit http://www.batallion.com.au

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