Why Use Us

Below are some of the features of our Actuarial Certificates.

  • Actuarial certificate for your SMSF is prepared by Professional Financial Solutions Pty Ltd, a firm of actuaries that is registered with the Australian Institute of Actuaries.
  • Ability to roll over the data from previous year, which means that data input time, is halved for the current year.
  • We provide your SMSF calculated percentage of exempt pension income as per ITAA 1997 Section 295 – 390.
  • Our Actuarial Certificate comes with instructions on how this certificate should be used by your SMSF.
  • Our documents are written in plain English and are easy and simple to read.
  • Our free support team provides ongoing support with respect to the operation of the system and will help if you in case of complex situations.
  • Our Actuarial certificates and other related legal documents are always up-to-date.
  • Our documents are constantly reviewed and updated as Government requirements change and specifically complies with SIS Act & Regulations.
  • Time is not wasted searching for lost certificates, Users (advisors and trustees) have online access to their certificate on our innovative Document Manager, 24/7 from anywhere in the world.
  • Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.

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CLIENT TESTIMONIALS

We chose to update all our clients SMSF with trustdeed.com.au and they came to our office and got the job done quickly and efficiently. This saved us valuable staff resources which meant we could continue business as normal. We will continue to use trustdeed.com.au as our preferred supplier.

Philip Ting
B.Comm; FCA, FTIA, ASCPA
Philip Ting & Co.

Having compared to other legal document providers trustdeed.com.au 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

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More Information

How to use our service?

Phone : 02 9684 4199
Email : sales@trustdeed.com.au

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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