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
As an accountant, we rely on the strength of a professional firm to keep us up to date with the latest changes to superannuation and all other relevant matters. Manoj and his team at trustdeed.com provide us with prompt, efficient service and their assistance has been, and continues to be, of great value to our SMSF needs. 
Chander Sareen
CPA, FCA-I
CNR Accounting & Taxation Services
We used the SISA 67 (4A) borrowing structure from www.trustdeed.com.au for our client's SMSF to purchase a commercial property. We found their technical and professional assistance and promptness in complex matters the main driving force to convince us to use their other offerings in future.
David Goldston
B Comm (Qld) PNA
Director Liverpool Financial Services Centre Pty Ltd
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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