SMSF & Trusts

I have multiple clients that I would like to Execute Deed Upgrades for. What is the best way to go about this?

 

There are two ways.  You can complete each and every upgrade yourself or alternatively we can arrange our legal firm, TGA Legal to complete them for you – quickly and efficiently.  All we need is a CSV file with all the requisite details to ensure the variations are compliant.

The cost to do it yourself is $99 or $249 for TGA Legal to complete for your clients.

 

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024