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HOW DOES THE UPDATE SERVICE WORK?

By adopting the service your fund can ensure that its trust deed is updated automatically and cost-effectively to comply with the constantly changing legislative regime.

We have made it very simple for your fund to adopt the service.

STEP 1

Send us your fund's existing deeds, and details of the trustees and members:

Subscribe online

STEP 2

Chris Hogan & Co reviews the trust deed.

STEP 3

We will prepare an amending deed that will be posted or emailed to you. This deed will adopt up-to-date governing rules for the fund and enable the trustees to adopt future updates by simple resolution.

In the second year and subsequent years, updates are simply sent to the trustee annually.

You may discontinue the service at any time.

SO, WHAT DOES THE SERVICE COST?

The cost of the service is very competitive as you can see from the table below;

SERVICECOST
Initial Review and Amend Deed$275 (inc GST)
  • Direct Debit Authority Client
$110 (inc GST)
  • No Direct Debit Authority
$130 (inc GST)