Automated Deed Update Service

From: $5.83 + GST / month

The Automated Deed Update Service (ADUS) provides you with the peace of mind that your client’s SMSF trust deed always remains up-to-date relying on the expertise of Smarter SMSF to simplify the ongoing process.

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Category: SKU: ADUS

Description

Automated Deed Update Service

The Automated Deed Update Service (ADUS) provides you with the peace of mind that your client’s SMSF trust deed always remains up-to-date relying on the expertise of Smarter SMSF to simplify the ongoing process.

Benefits of signing up:

  • Add your SMSFs using our integrations with BGL and Class, or upload via CSV.
  • Purchase a subscription based upon the number of funds in your practice.
  • Activate the clients you have authorised to subscribe to the automated deed update service.
  • As changes occur in regulation or legislation we review and adapt our documents accordingly. So they are always accurate, thorough and compliant.

We are on top of issues as they arise, talking with our members and then generating what they need to pass on the benefits of this knowledge to their clients.

Please note all subscription charges are monthly subscriptions on a minimum 12 month contract.  Full Conditions of Use available on website.

Additional information

Automated Deed Update Service

Monthly, Annual

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