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SMSF Trust Deed Update
Adviser Price: Topdocs Full Service $374 | Update of existing Topdocs Deed $234
Retail Price: Topdocs Full Service $440 | Update of existing Topdocs Deed $275
Dealer Groups, SMSF Administrators and Resellers: - Call us on 1300 659 242 for special pricing
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Update your Super Fund Trust Deed with confidence
Updating an existing SMSF Trust Deed to a new deed is more than simply noting the variation clause; it can be risky business if you are not a lawyer. There may be additional parties required to consent, conflicting clauses, clauses that must be retained in an upgrade and many other issues. To ensure your documents are correctly prepared, and all relevant parties and procedures are attended to, Topdocs provides lawyer sign off on all of our Trust Deed updates. Read more about lawyer sign off.
The Topdocs SMSF Trust Deed
Topdocs provides you with an industry leading SMSF Trust Deed that has a long standing pedigree.
Regularly reviewed by a panel of Accountants, Financial Planners, Dealer Groups and Lawyers, the Topdocs Trust Deed is both flexible and current, and includes all provisions presently allowable under the Superannuation legislation including SMSF Borrowing and Account Based Pensions.
Drafted closely to the SIS Legislation and Regulations, the Topdocs Trust Deed automatically incorporates minor legislative amendments, ensuring your Deeds stay current for longer.
Download a full list of the features of The Topdocs SMSF Trust Deed
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Topdocs SMSF Deed Update system
The Topdocs SMSF Deed Update system provides a powerful solution for keeping your trust deeds up to date. Gone are the days of completing order forms and collating deeds whenever legislation changes, using the Topdocs SMSF Deed Update system you have the flexibility to choose if you want a deed updated automatically each year or updated whenever you want.
Annual updates or update on demand – your choice
Unique to Topdocs, our SMSF Deed Update system lets you choose how you would like to keep your trust deeds up-to-date. Using the system, you can either update a fund whenever you want (on demand) or elect to receive annual updates for your Governing Rules each year (Annual Deed Updates). Either way, you have complete control over how each of your Funds are updated.
Benefits of the Topdocs SMF Deed Updates system
- Your Deeds will always be up to date and compliant
- Receive annual deed updates or update your deeds on demand – it’s your choice
- No more order forms when legislation changes
- All of your Topdocs Super Funds are stored in a single location
- Easy to use conversion tools to update your existing Deed to Topdocs