{"id":500,"date":"2010-08-19T04:25:49","date_gmt":"2010-08-19T04:25:49","guid":{"rendered":"http:\/\/www.dbalawyers.com.au\/dev\/wordpress\/?page_id=500"},"modified":"2023-11-23T17:36:28","modified_gmt":"2023-11-23T06:36:28","slug":"annual-update-service","status":"publish","type":"page","link":"https:\/\/www.dbalawyers.com.au\/annual-update-service\/","title":{"rendered":"Annual Update Service"},"content":{"rendered":"<div id=\"annual-update-service-page\">\n<div class=\"click-below\"><a href=\"#tutorial\">Click below for a brief video tutorial<\/a><\/div>\n<h4><b data-stringify-type=\"bold\">Login to the Annual Update Service<\/b><\/h4>\n<h3 style=\"border: 1px solid #060676; display: inline-block; padding: 5px 10px;\">Click <span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/online.dbalawyers.com.au\/login\/aus\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a><\/span> to login<\/h3>\n<h3><strong>What is the Annual Update Service? <\/strong><\/h3>\n<p>The Annual Update Service provides a convenient and sound way of ensuring that SMSFs\u2019 governing rules are kept up to date. This in turn gives SMSFs maximum strategic flexibility, compliance and peace of mind.<\/p>\n<p>It works on the following basis:<\/p>\n<ul>\n<li>Upon subscription, an SMSF is given a secure Homepage which you can log into from the DBA website.<\/li>\n<li>Tailored resolutions can be downloaded from the homepage.<\/li>\n<li>New governing rules (and accompanying PDS materials) for the SMSF are contained on the SMSF\u2019s homepage. By executing the tailored resolutions, those governing rules will become the governing rules for the SMSF.<\/li>\n<li>Every 1 July, the following will occur:\n<ul>\n<li>A new set of governing rules will be added to the SMSF\u2019s homepage. This by itself has no legal effect.<\/li>\n<li>Trustee resolutions adopting the new governing rules will be placed on the SMSF\u2019s homepage and a reminder will be emailed out.<\/li>\n<li>The resolutions are printed and executed by the relevant parties. Upon execution, the new governing rules will be adopted by the SMSF.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Please note that an SMSF deed prepared by DBA Lawyers that is more than 3 years old must order our SMSF Deed update (preferably via our online portal) to subscribe for the Annual Update Service on the following 1 July. Only SMSF deeds prepared by DBA Lawyers within 3 years are eligible to go on the Annual Update Service without first undergoing an SMSF Deed update.<\/p>\n<p>A reduced fee of $137.50 for updating the SMSF governing rules of a fund applies if payment is made via direct debit. If you do not choose direct debit, you will be sent an invoice each 1 July for $165 and will only receive access to your updated governing rules upon payment.<\/p>\n<p><strong>Advisers <\/strong>Advisers log in just like anyone else, but they have their own personalised adviser homepage. On the adviser homepage, advisers see a list of all of their SMSF clients who subscribe to the Annual Update Service. Advisers can drill down to the homepage of each SMSF, where advisers can access the current and all prior versions of the governing rules for each of their SMSF clients. Advisers can also upload scanned copies of executed resolutions as well as scanned copies of any prior documents (eg, deed of establishment). This way, each SMSF\u2019s Homepage can become a repository for the SMSF deed documents. All SMSF clients will have the same governing rules each financial year. This means that advisers only need to familiarise themselves with one set of governing rules.<\/p>\n<p><strong>Trustees <\/strong>If you like, you can nominate that one or more of your advisers has access to your SMSF\u2019s personalised homepage. Typically these advisers include accountants, auditors and financial planners. If you do not want to allow any advisers to have access to the homepage, this is also fine.<\/p>\n<p><strong>Important Information &amp; forms<\/strong><br \/>\n<a href=\"https:\/\/www.dbalawyers.com.au\/annual-update-service-terms-of-use\/\">Terms of use<\/a>;<br \/>\n<a href=\"https:\/\/www.dbalawyers.com.au\/wp-content\/uploads\/2023\/11\/Annual-Update-Service-Direct-Debit-Request.pdf\">Direct debit request form<\/a>;<br \/>\n<a href=\"http:\/\/www.dbalawyers.com.au\/wp-content\/uploads\/2023\/11\/Direct_Debit_Request_Service_Agreement.pdf\">Direct debit request service agreement<\/a>;<br \/>\n<a href=\"http:\/\/www.dbalawyers.com.au\/wp-content\/uploads\/2023\/11\/Direct-Debit-Request-Withdrawal.pdf\">Direct debit request withdrawal form<\/a>; and<br \/>\n<a href=\"https:\/\/www.dbalawyers.com.au\/announcements\/dba-lawyers-annual-update-service-for-keeping-smsf-deeds-up-to-date\/\">DBA Lawyers&#8217; Annual Update Service for keeping SMSF deeds up to date<\/a><\/p>\n<\/div>\n<h4 id=\"tutorial\"><b data-stringify-type=\"bold\">Annual Update Service Tutorial Video<\/b><\/h4>\n<p><iframe loading=\"lazy\" src=\"https:\/\/drive.google.com\/file\/d\/1E0yIGINvJj36UwvvGB1BXCBrisKbyJbz\/preview\" width=\"640\" height=\"400\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click below for a brief video tutorial Login to the Annual Update Service Click here to login What is the Annual Update Service? The Annual Update Service provides a convenient and sound way of ensuring that SMSFs\u2019 governing rules are kept up to date. This in turn gives SMSFs maximum strategic flexibility, compliance and peace [<a class=\"read-more\" href=\"https:\/\/www.dbalawyers.com.au\/annual-update-service\/\">read more<\/a>]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":5,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Annual Update Service | Leading SMSF Law Firm<\/title>\n<meta name=\"description\" content=\"The Annual Update Service provides a convenient and sound way of ensuring that SMSFs\u2019 governing rules are kept up to date. This in turn gives SMSFs maximum strategic flexibility, compliance and peace of mind.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dbalawyers.com.au\/annual-update-service\/\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.dbalawyers.com.au\/annual-update-service\/\",\"url\":\"https:\/\/www.dbalawyers.com.au\/annual-update-service\/\",\"name\":\"Annual Update Service | Leading SMSF Law Firm\",\"isPartOf\":{\"@id\":\"https:\/\/www.dbalawyers.com.au\/#website\"},\"datePublished\":\"2010-08-19T04:25:49+00:00\",\"dateModified\":\"2023-11-23T06:36:28+00:00\",\"description\":\"The Annual Update Service provides a convenient and sound way of ensuring that SMSFs\u2019 governing rules are kept up to date. 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