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If you purchase a trust deed from us you will have
- up-to-date trust rules,
- access to trust deed 24/7,
- documents are in plain English and easy to understand,
- your funds auditor will have confidence that the fund rules are
complying and are up to date
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With our Trust deed, trustees can choose
- any bank and any investment if allowed by its Investment strategy and
SIS Act, basically trustees control the bank account and all
investments,
- any accountant, auditor, SMSF adviser, administrator or wrap account
operator,
- all investment decisions, management decisions, Pensions withdrawal
decisions, within the SIS Act limits,
- to keep the fund's records, minutes in any way they like,
- any life insurance policies, for its members .
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Our Trust deed allow trustees to be paid
- Allocated pensions,
- Transition to Retirement Pensions,
- Market linked pensions also known as TAP (term allocated pensions) up
to the limit SIS Act allows (20th September 2007),
- Continued defined benefit pensions to be paid which are wholly
determined by reference to term life, period or life expectancy which
commenced before they further pensions were disallowed by SIS Act,
- Our current SMSF PDS includes all the budget measures announced on
10th May 2006 and will allow the new account based pension when
legislated.
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Our SMSF Trust Deed was prepared after the simple super rules were
legislated on 15th March 2007. Our Trust Deed includes all the latest
strategies and rules, such as:-
- Market Linked, or Term Allocated Pensions - Transition to Retirement
Pension (non-commutable pensions),
- New Account Based Pension
- Divorce and Super Splitting,
- Government Co-contribution scheme,
- Binding Death Nominations,
- Interdependent Relationships for Beneficiaries,
- Contributions Splitting to Spouse,
- Removal of cashing restrictions for individuals over age 65 and not
working.
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We have used company registration services and purchased trust deed documents through trustdeed.com.au and found thier website very informative and easy to navigate coupled with post sales service. The documents and your web site, with its wealth of resources, is top. Thank-you for a first-class set of documents, especially SMSF documentation. Trustdeed.com.au provides a comprehensive and easy process for us to generate legal documents for Discretionary trust deeds in minimum required time. Thank you for offering reliable and quick services. Trustdeed.com.au services and legal documents are good value to us, with fast delivery,. after sales service and very helpful back up staff. As accountants, 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 us and our SMSF needs. |
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-David Hilton DHC GROUP ACCOUNTING & MIGRATION |
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For value for money trust deed is great and to provide a free review service is a great initiative thanks for that excellent work. |
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-Gerry Luce CPA, ATIA, BA (Acc) LB Solutions |
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