(Superannuation Debt Installment Trust Deed) - From $280.50 (inc GST)
An Asset Acquisition Trust Deed is established to allow a Superannuation Trust Deed to borrow money for purchasing assets like real estate, listed securities, units in a Unit Trust Deed and even works of art. The Asset Acquisition Trust Deed holds these assets in trust for the Superannuation Trust Deed without it being exposed to the usual risks associated with borrowing money.
Patricia Holdings also offers a version of the Asset Acquisition Trust Deed that is suitable for use at the National Australia Bank. Please let us know when ordering your deed if you require this version.
Optional printing, binding and delivery - an additional $44 (inc GST)
Patricia Holdings offers an online, email version of your Asset Acquistion Trust Deed for only $280.50 (inc GST). If you would like your documents printed, bound and delivered it is an extra $44 (i.e. $324.50).
What is included in the Asset Acquisition Trust Deed Package?
- A4 binder (white or grey)
- 4 bound copies of trust
- Instruction sheet
- Stamping instructions
- Statutory Declaration
- Deluxe Black Folder ($33 extra)
Duty Stamping of Trust Deeds
Superannuation Trust Deeds do not require stamping. Asset Acquisition Trust Deeds must be sent to the relevant State Duties Organisation (SDO) along with the related Superannuation Trust Deed for the SDO to any duties payable. It is advisable to send the AAT and SMSF into the SDO within 30 days of the AAT being executed.
How long does it take to establish a Asset Acquisition Trust Deed?
For email delivery orders, the Trust Deed and related documentation will be emailed to you within 2 hours.
If you have selected to have your documentation printed, bound and couriered, documents will be delivered within 4 working hours for Sydney CBD and lower north shore areas (order must be received by 12pm for same day delivery), and will be sent by overnight courier for next day delivery to Brisbane and Melbourne (order must be received by 4pm for delivery the next day) and within a couple of days to Perth and regional areas.