Trust Deed

Trust Deed Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Trust Deed, Legal Service, Suite 3. 04, Level 3, 29-31 Solent Circuit Baulkham Hills NSW/, Sydney.

We provide an online portal for the creation, management, and delivery of legal documents such as Company registration, Business Name, SMSF, Trusts, Actuarial Certificates, and more.

30/07/2026

🚨 Big changes are coming for SMSFs in 2026–27.

If you're an SMSF trustee or planning to invest through super, these reforms could affect how you contribute, borrow, and manage your retirement savings.

In this video, we cover:
âś… Payday Super
âś… Budget tax changes
âś… New LRBA borrowing rules
âś… Division 296 tax for larger super balances

Understanding these changes now can help you make better decisions before they take effect.

Watch the full video and stay ahead of the changes.

22/07/2026

⚠️ Has your SMSF changed recently? A simple update could trigger important reporting obligations.

If you've changed a trustee, member, corporate trustee director, fund address, or contact details, you generally need to notify the ATO within 28 days. If your SMSF has a corporate trustee, you may also need to lodge ASIC Form 484—updating one regulator does not update the other.

Missing these deadlines can lead to unnecessary compliance issues and penalties.

At TrustDeed, our SMSF Variation service provides the legal documents, completed forms (where applicable), and clear lodgement instructions to help keep your fund compliant.

🎥 Watch the video to learn what needs to be updated and when.

14/05/2026

Did you know your SMSF may be able to invest 100% in a related unit trust without breaching the 5% in-house asset limit?

The key is complying with Regulation 13.22C.

To qualify:
✔️ The trust must be a genuine unit trust
✔️ No borrowing allowed
✔️ No mortgages or charges over assets
✔️ No business activities
✔️ No investments in other entities
✔️ Related-party leases only for business real property on market terms

But there is a major warning: under Regulation 13.22D, a single breach can permanently taint the structure and cause serious SMSF compliance issues.

A powerful strategy—but one that must be structured and monitored carefully.

Learn more at SMSF School

06/05/2026

SMSF trustees — this is where most mistakes happen ⚠️

Transactions with related parties are heavily regulated, and even small errors can lead to serious compliance breaches.

From loans and property leasing to asset transfers and collectables — understanding the rules is essential.

👉 Remember: Your SMSF is for retirement, not present-day benefits.

29/04/2026

Most SMSF trustees think their BDBN is locked in.

It’s not.

In many cases, it silently expires every 3 years—depending on the trust deed.

That means:
âť— No valid nomination
âť— Trustee discretion applies
âť— Benefits may not go where intended

The High Court (Hill v Zuda) made it clear—
BDBNs don’t have to lapse… but only if the deed allows it.

The real risk?
Many deeds still enforce lapsing rules.

✔️ Check the deed
✔️ Check the date
✔️ Check compliance

Don’t leave it too late.

15/04/2026

Selling property in your SMSF after starting a pension?
It’s NOT always tax-free ❌

Segregation must be planned before the sale—and not every fund is eligible.

⚠️ Get it wrong, and the ATO could deny the tax benefit.

👉 Plan early. Document properly. Avoid costly mistakes.

Address

Suite 3. 04, Level 3, 29-31 Solent Circuit Baulkham Hills NSW/
Sydney, NSW
2153

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30am
Wednesday 8:30am - 5:30am
Thursday 8:30am - 5:30am
Friday 8:30am - 5:30am

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