New Client Offers

SMSF Deed Review - How Old Is Yours? Our Lawyer at Our Cost* conditions apply

For clients who elect to use our investment and portfolio management services for 24 months we will organise at no cost to the client a review by Ascendia Lawyers to review the SMSF deed to ensure it is up to date. How old is your deed? We will also update the deed with a new / amended deed at no cost to the client - as required.

SMSF Deed Review - Our Lawyer at Our Cost* conditions apply

For clients who elect to use our portfolio management services for 24 months we will organise - at no cost to the client - a review by Ascendia Lawyers to review the SMSF deed to ensure it is up to date. We will also organise at no cost to the client for Ascendia Lawyers to update the SMSF deed with a new / amended deed at no cost to the client - as required and recommended by the solicitor.

With out service you enjoy access to a legal service that understands superannuation and the need to get it right with respect to the powers of trustees as conferred by the trust deed, and the impact on superannuation and estates when a trustee and member dies. 

 

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To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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