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.

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:
❗ No valid nomination
❗ Trustee discretion applies
❗ 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.

25/03/2026

🚨 SMSF Professionals — Important ATO Update

Don’t miss key compliance changes:
✔️ TBAR due by 28 April 2026
✔️ Trustee Representation Letter risks
✔️ SMSF expense reimbursement rules
✔️ Warning signs of non-compliant schemes

⚠️ Avoid penalties. Stay compliant.

11/03/2026

Can your SMSF invest in crypto? Yes — but there are strict rules.

Many trustees are surprised to learn that you cannot transfer personal crypto into your SMSF, and the fund cannot buy crypto from members or related parties under the SIS Act.

If an SMSF wants to invest in cryptocurrency, the fund must purchase it directly using its own cash.

There are also borrowing restrictions, lending rules, and audit considerations that trustees need to understand before investing.

If you're considering crypto inside your SMSF, make sure you understand the compliance requirements first.

25/02/2026

SMSF record-keeping isn’t just admin — it’s a statutory obligation under the Superannuation Industry (Supervision) Act 1993.

The decision in Fitzmaurice v Commissioner of Taxation made it clear: failure to maintain proper financial and governance records can lead to serious compliance action, including penalties and disqualification.

Poor documentation = real risk.

Strong governance and disciplined record retention protect both the fund and the trustee.

11/02/2026

🔐 Safeguarding SMSF Crypto Investments: Scams, Losses & Best Practices

Crypto offers growth potential — but for SMSFs, the risks are real.

The ATO has reported cases of:
• Lost private keys
• Rug pulls
• Fake platforms
• Impersonation scams
• Breaches of the sole purpose test

And remember — crypto transactions are often irreversible.

In this 5-minute read, we cover:
✔ Common crypto scam red flags
✔ A real $10,000 rug pull example
✔ Immediate steps if a scam occurs
✔ ATO-compliant SMSF crypto best practices
✔ Audit and valuation considerations

📅 Plus, join our Webinar on 26 February 2026
We’ll cover compliance requirements, auditor focus areas, and relevant auditing standards for SMSF crypto investments.

🔗 Read the full article & register here: https://zcu.nz/0tar?m=0

16/10/2025

Change is exciting — penalties aren’t.
Every company change triggers an ASIC obligation, and Form 484 is your key to staying compliant. 🧾

Watch our quick guide to understand deadlines, avoid fines, and keep your clients penalty-free.
📅 Lodge within 28 days — stay compliant, stay credible.

👉 Need help? Call us on (02) 9684 4199.

17/09/2025

📣 Are you a company director in Australia? Don't miss your ASIC obligations!

Every year, you're required to:

✅ Review company details

✅ Pass a solvency resolution

✅ Pay the annual review fee

Non-compliance can mean late fees, penalties, or even deregistration. Watch our 2-minute explainer video to understand exactly what you need to do — and how we help you stay compliant. 💡📅

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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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