How it works
Our Package
Our Package Includes - New SMSF
The email delivery includes:
- Trust Deed of your Self Managed Super Fund
- A Product Disclosure Statement
- Consents for member to be trustees of Super Fund or consent of Directors of the trustee company to act as trustees of Super Fund
- Minutes of Members / Trustees to set up the fund
- Generic Investment strategy of your Self Managed Super Fund
- Applications to become member
- non-binding beneficiary nomination forms,
- Instruction sheet on
- how to open bank accounts
- broker accounts and apply for Tax File Number
- Australian Business Number
- Fund to be a complying fund.
- How to roll over existing funds to your Self Managed Super Fund and
- “What to do next”.
Our Package Includes - SMSF Update
The email delivery includes:
- “Deed of Variation” which needs to be executed to update your Trust deed,
- A Product Disclosure Statement for all members,
- Rules of your SMSF (new trust deed) ,
- Minutes of Members / Trustees to initiate the Trust deed update,
- Notice to be given to each member, informing them of the update
- Instruction sheet on how to execute “Deed of Variation” for your Self Managed Super Fund and “What to do next”.
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CLIENT TESTIMONIALS
Trust deed providers are pretty much all the same? That is what we thought – until one of our clients, who had purchased a negatively geared property in their SMSF, ran into serious problems (of their own and the bank’s making) close to settlement date.
Fortunately we had a acquired the Bare Trust Deed from Trustdeeds.com. The support we received to solve the problems was thoroughly knowledgeable, extremely fast and went well beyond the call of duty.
We received a superb, unmatched level of service. This has left us confident that our clients can rely on Trustdeeds.com including in the most complex and unexpected situations.
We happily recommend their services! 
Edward Pieck
CPA, Director
Medical Accounting Services (NSW) Pty Ltd
I did not expect a reply till some time next week and on Sunday, I send a support service request at about 6 pm, and then 20 minutes later, I have your expert reply. WOW, this is extraordinary support. There need to be no other better word said about your extraordinary excellent support services. All those out there trying to set up a company, you are at the right place. Thanks and best regards
Allan Tong
Director & Trustee
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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