How it works
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
The client was extremely happy when advised of your charges on SMSF borrowing structure. I was very happy with the standard of documentation and the assistance, for both, written documentation and verbally from your technical department. I specially like the way you have bundled the internal loan document within your bare trust package at no extra charge (particularly, as you are aware that in some cases client's may use borrowed funds secured on their own property and on-lend to the SMSF and not mortgage the super fund property with the bank to save the heavy charges that they levy on super borrowings). Why would I use anyone else other than Trustdeed .com!!!
Gregory H. Diment
B.Bus, F.C.A. JP
Copp Diment & Co
A combination of online instant services, down to earth prices and expert legal and professional advice has made trustdeed.com.au a wining solution. Finally a source which works 24/7. We have found their advice and help to be most suitable and adept for our clients. Trustdeed.com.au is no doubt our preferred source for all SMSF and other needs.
Manu Gupta
MBA MAF CPA FTIA
Principal, M G Arthur & Associates.
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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