Why use our Deed

Self Managed Superannuation fund may be one of your biggest asset, to ensure that it is protected, it is of paramount importance that you have a rock solid Trust Deed to ensure that it complies to SIS legislation and regulations. Further, the deed should be flexible enough for you to implement various strategies available in the market place at all times.

To know which SMSF trust deed is suitable to you or your client’s need or which deed is better can be a daunting task. Even to find out what are the criteria's to measure or differentiate a good trust deed from a bad one can be difficult, you have to compare the contents of two trust deeds and sometimes correct verdict can only be given by those who possess expert knowledge on SIS Act and Regulations

There are several reasons why you should use our trust deed for your new SMSF or to update your SMSF deed, such as

• Compliant with SMSF legislation: Our trust deed an legal documents are written by Batallion Legal; providers of the most technically robust Self Managed Super Fund trust deeds - a niche, multicultural, corporate and commercial law firm, with specialist expertise in tax and superannuation. We can even arrange for you to speak to Batallion Legal if there are any technical issues. Batallion Legal deeds are:
  • clearly states what the trustees can or cannot do
  • includes all available SMSF strategies
  • can be kept always up to date automatically, when you choose our unique $300 (Incl. GST) five year unlimited update option
  • written in plain English and are easy and simple to read.
  • practical as they are written with input from an SMSF administration expert, Manoj Abichandani - SMSF Specialist who has over 3 decades of experience in all complex situations
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• Simple one form: You can create corporate trustee, SMSF trust deed & apply for ABN & TFN in one form and save time and effort in inputting data twice. Online form has explanations and clues to guide you to complete the form in less than 20 minutes. More
• Documents are customized to your requirement by answering to our very easy & simple structured questions a special purpose trustee company and self managed super fund deed is tailormade for your legal requirement any time of the day, any day. Our super-smart system checks for errors and problems in your application as you complete it. More
• Oversight after creation: Our support team checks each and every deed for errors after you have created the deed and contacts you to correct them if any are found. This service is free and unique to us and ensures that each deed purchased from us is compliant and legal. More
• Stored online for future downloads: time is not wasted searching for trust deeds, users can download from our innovative Document Manager secured by your user name and password, 24/7 from anywhere. More
• Deed is constantly reviewed and updated as Government requirements change and specifically comply with SIS Act & Regulations. Auditors are relieved that all SMSF trust deeds are professionally prepared by Batallion Legal and are assured that they comply to the auditing standards, instead of time consuming exercise of individually reading & validating each trust deed. More
• Professionally printing and binding with your logo: we can profession bind your deed in a deluxe leather feel indexed binder and express deliver anywhere in Australia to your nominated address for an additional fee of $65 (Incl. GST) for individual Trustees and $88 for corporate Trustees. All documents which need to be executed are marked with a "sign here" flag. More
• Instruction sheet on what to do next: We provide a detailed list on, how to open bank accounts, share broker accounts; how to apply for Tax File Number & Australian Business Number & Fund to be a complying fund with ATO; how to roll over existing funds to your Self Managed Super Fund. More
• Full Backup Support: Our telephone & online Chat support is manned by Manoj Abichandani and team of SMSF Specialists who are CPA qualified Registered Tax Agents and ASIC approved auditors who have over 100 years of total experience in complex SMSF strategies and have vast experience in setting up tax structures for clients. This service is free for our users. More
• Unlimited 5 year Update Service: Onus of keeping the trust deed up to date is on the Trustees even though trustees may employ an accountant / administrator / advisor for this purpose. By investing in a low $300 (Incl. GST) once for the next five years, you are buying peace of mind that your trust deed will always be up to date. Our systems will email you your new trust deed as and when the law changes in the future. More
• We send you regular FREE e-newsletters on SMSF issues and as and when the law changes, if you are an accountant, lawyer or financial planner. This service keeps you up to date with the latest changes and on new SMSF strategies for your clients. More
• We are significantly cheaper than our competitors: This is because we use the latest technologies of embedding & delivering documents in pdf format without any human intervention directly from our website with data provided by you in a secured environment system. For this reason over 4,500 advisors, tax agents trust our SMSF deed. More
• Our Website is on a secured server and guaranteed by COMODO RSA extended validation security: Our Website is secured by SSL that is utilizing 128-bit SSL certificates thereby offering the highest level of encryption or security possible - similar to your bank. This means you can be assured that communications between your browser and our site's web servers are private and secure. More
• Money back guarantee: if you do not like our legal documents for any reason we will be happy to return our fees without asking any questions. More