Client Benefits

Discount SMSF Deed Update: SAVE $475!! ...For Ascendia Clients 3 years plus Only

Monday, May 19, 2014

Benefit available to Ascendia Accountants' Clients of 3 years plus. Review of Deed at no cost to you, Update (if needed) at Discounted $275 incl. GST. This is a saving of at least $475. Self Managed Super Fund Deeds need to be updated normally every 3 years or so at least. For example: right now if your fund has an older style deed your trustee may have limited discretion regards death benefits and this can be very costly.

Free SMSF Deed Review & Discounted Update as Needed...

  • Review of Deed at no cost to you.

  • Update (if needed) at Discounted $275 incl. GST.

  • This is a saving of at least $475.

  • Benefit available only to Ascendia Accountants' Clients who have been with us more than 3 years.

  • Limit of our capacity is one review & update per client per 3 years, wihtin our total capacity for this offer

  • Limit total capacity for this offer is 3 in total available per month.

  • Get in and get your Review & Discount Update (if needed) booked in! 

We normally have each month some excess capacity in our law firm - we like to give this time as a benefit to our valued ongoing Ascendia Accounting Clients.

As a result this offer is a service benefit available to Ascendia Accountants Clients' who have been accounting clients of ours for more than 3 years.  (Limit of our capacity is one review per client, limit 3 in total available per month). Get in and get your Review & Discount Update (if needed) booked in! 

There are a range of problems that can exist with older style deeds. Rather than try to explain it here - just ask Ascendia Lawyers to review your deed at no cost - then you know for sure whether you have this problem or not. 

There's no other way - get it reviewed by a qualified lawyer with superannuation experience.

For example: right now if your fund has an older style deed your trustee may have limited discretion regards death benefits and this can be very costly. 

Your deed can have an older style deed that even if it was created yesterday, depending on the depth of superannuation know-how of your solicitor or the quality of the deed.  

We often recommend a review by a qualified solicitor or an update to a modern deed which maximises the trustee’s discretion - or a tailored deed that is specifically targeted to your legal circumstances. The wrong deed can cost thousands extra in taxation after the death of a trustee.

Taxation is not the only issue; another issue is the estates planning of surviving beneficiaries of a deceased superannuation benefit provider.

To make use of this offer just complete the form at Request Service >> and mention this offer.

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