Terms And Conditions

CONDITIONS OF USE OF THE WEBSITE https://www.newventurewealth.com.au/

This service is provided to you by Deed Dot Com Dot Au Pty Ltd. To use this service, you will have to do so on the basis of our disclaimers and agree to the following terms and conditions of use. Please read them carefully. If you click I accept then you will be bound by these terms and conditions. If you do not accept them, you will not be able to use our services. These terms and conditions are governed by and are to be read and interpreted according to the laws of New South Wales.

TERMS AND CONDITIONS The parties agree as follows:

DEFINITIONS AND INTERPRETATION The parties agree as follows:

Storage and Security of Your Personal Information

In this Agreement, unless the context otherwise requires:

Deed Dot Com Dot Au Pty. Ltd.  its agents, officers, successors and advisors and ‘we’, ‘our’ and ‘us’ have a corresponding meaning;

our services’ means the method used by us to provide you a trust deed and other documents. It includes a website interface and document delivery system which has been supported by online help.

“Fees” means the purchase price of trust deed or any annual charge, as per our list

party or parties means You and/or us as the context suggests;

All the singular words include its plural meaning and vice versa, any reference to dollars and fees is in Australian dollars.

REFUND POLICY ON THE APPLICATION FEE.

In the event that your application for an SMSF is denied by the ATO we offer a partial refund of 20% of your application fee paid to New Venture Wealth. This is due to the non-refundable costs that are incurred via applications to ASIC, legal and our admin costs. We have listed below some potential reasons for an ATO denial of your SMSF application. Please consider whether you fall in any of the below categories as you should consider waiting to set up an SMSF until your circumstances change.

a) Not up to date with other tax obligations.

b) Unemployed

c) On government benefits

d) A low income earner

e) It does not make financial sense for you to have an SMSF.

1. OUR SERVICE

Trust Deed Service We agree that we have tested our service and delivery of all trust deeds and other documents. The delivery to you will be error free. All information collected from you will be dealt with as per our privacy policy and will be secure. The documents purchased from our website will be delivered via email instantly or can be downloaded at any time using your user name and password.

Delivery ServiceAll communications or delivery of trust deeds and other documents you receive from us will be sent electronically via email. We take no responsibility if you do not receive emails due to a default in your computer system. If for any reason, you change your email identity, you will need to inform us with your current email address.

2. USE OF TRUST DEED AND OTHER DOCUMENTS

We agree that trust deed and other documents purchased from our website will be used by you. You agree that you will not copy the trust deed in whole or part without our permission. The solicitors who have drafted the legal document have allowed you to use the document once and you agree that you will not create another trust deed or other document by copying the purchased document. The trust deed or other document is provided in the form as it is delivered to you. You agree not to modify this document in any way.

3. NO LEGAL ADVICE IS GIVEN BY US

You agree that we are not a legal firm and have no intention to give any legal advice. By using this service we are not giving any legal advice. Our service is to provide a legal document prepared by a law firm. Our services does not cover any financial advice and by using our services we do not know if the trust deed (or any other document) is suitable to your needs or is appropriate to your tax situation.

We seek answers to questions, which you provide; based on answers to these questions we deliver trust deeds and other documents. Some of these questions have explanations, these explanations should not be construed as legal advice, they are provided to help you to answer the questions so that you are able to order a trust deed or a document.

You agree that you will indemnify us in relation to any cost, loss, liability, or damage that you or your client, or any party suffers from trust deed or other documents created due to inaccurate information provided by you or suitability of the particular trust deed or other documents or failing to seek legal advice.

All trust deeds are prepared by a law firm, we do not warrant the legality, commercial use or tax effect of these trust deeds. You are using our services knowing that you are in a particular circumstance and the document which you are purchasing from us is suitable to your needs. You also know your specific circumstance, purpose of using our service and know the consequence of using our trust deed or a document. We are assuming that you have taken legal advice and based on that advice using our services. We are not responsible for the choice you make regarding the trust deed or document that you purchase from our website.

4. TRUST DEED ARE CREATED BY YOUR INFORMATION

You agree that information provided to deliver the trust deed is correct. If you give wrong information or do not understand the questions seeking information requested by us, the trust deed or other document will be prepared incorrectly. We will not be responsible for such errors caused by you. Our online support is provided to assist you; however any support will not be taken as legal advice. All trust deeds or other documents which you purchase from us, will include information collected from you. We are not responsible if any of that information is incorrect.

5. WEBSITES OF AFFILIATES

You agree that our website may contain inappropriate or inaccurate information. We may provide website address of advertisers, government websites or links to other websites, this we do so for your convenience and in no way endorse their services or information contained in their website. If you rely on information provided on these websites, you cannot hold us responsible, should they contain any misleading information. You are also agreeing to receive Newsletters, promotional emails and any other material from us or from our affiliates.

6. NO WARRANTY OF CONTINUITY, OR FREEDOM FROM VIRUSES

We do not warrant that our website will be always available for use or by use of our services you are free from computer viruses and do not warrant that it may not damage your computer or its storage capacity.

7. OUR LIABILITY

Our liability to you is up to the cost of purchase price of the trust deed or other document. By using our service there are no implied warranties provided by us. We may decide to offer to provide another trust deed or other document to compensate your loss; no other warranty or liability will be honoured. We will not be responsible for being negligent on any aspect of delivering our services.

We will not be responsible for any loss, damage or cost caused to you directly or indirectly which arises due to providing our services or using our trust deeds. The copyright or ownership of the master trust deed documents rests with the law firm which provides us the legal documents. By using our services, the ownership does not transfer to you. We may decide to change our delivery method at any time.

8. REFUNDS, & COMPLAIN POLICY

100% Money back guarantee: if you do not like our documents for any reason, we will be happy to return our fees without asking any questions. This guarantee is valid within 48 hours of purchase. Simply fax us a signed statutory declaration that you have not used our trust deed and have not made any print copies and deleted all emails sent by our system to your email address. Before processing your refund, we will delete the deed from the document manager on our website in your account with us. All refunds will be processed in the same manner as we received your payment. All refunds by credit cards will incur a 4% bank fees.

All refunds after 48 hours will be at our discretion. If you are not satisfied with our deed, you will have to show cause why a refund is required in the circumstance, for example if there is an error in our deed. No further need or requirement of the purchased trust deed or other document will be considered a suitable reason for a refund, as when the trust deed is delivered to you; it is assumed that it has been used by you. For any refund, you must write to us giving us the full reasons for a refund. Please send all letters to the below address or email to sales@smsfdeed.com.au

9. USE OF PHONE NUMBER & EMAIL ID

By accepting our “Terms & Conditions” you agree to receive emails & updates regarding our products and also any other important information we wish to provide you with which relates to your account with us. This helps us keep you in loop of any latest developments and enhancements which you, as our user, would require to better use our websites. At anytime if you wish to not receive these updates, kindly unsubscribe using the link which will be provided to you in the mode of communication.

ABN: 88652208985

Phone: 1300 050 939

Email: info@newventurewealth.com.au

New Venture Wealth are SMSF Specialists and Chartered accountants. We are not financial advisors, and no content on this website should be considered as financial advice. Monthly tax and compliance fees are based on tax and compliance services for SMSF assets.

*  Free SMSF offer excludes ASIC fees. Must take up first year accounting services on direct debit to qualify for the free SMSF

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ASIC Declaration

By ticking this ASIC Declaration box, I / We the above listed office bearers, of the yet to be created company (named above) to the best our knowledge declare that the information provided to Deed Dot Com Dot Au Pty Ltd is True and Correct. By ticking the ASIC Declaration box, I / We request, instruct and authorise on payment of the above fees to Deed Dot Com Dot Au Pty Ltd to apply to ASIC in the prescribed form (Form 201) to create the above named company on the basis of the above information on this page. I / We understand that Deed Dot Com Dot Au Pty Ltd will be lodging this application under ASIC’s Electronic Lodgement Protocol and pre filling Form 201 for electronic Lodgement with ASIC. All Director(s), Shareholder(s), Company Secretary and Public Officer authorise Deed Dot Com Dot Au Pty Ltd to lodge this form and assure and declare that I / we the above listed office bearers have the necessary written & singed consents and agreements referred to in the application from (Form 201) for each person listed above, including consent to act as a Director, Consent to act as a Public Officer, Consent to act as a Secretary, Application for Shares by each shareholder / member.

I / We the above listed office bearers of the yet to be formed company, have had an opportunity to read and understand and take a legal opinion on the constitution of the company which we intend to create and all members / shareholders have agreed to subscribe to this constitution. I / we shall handover the signed consents and agreements as listed above if requested by Deed Dot Com Dot Au Pty Ltd which were signed prior to payment to Deed Dot Com Dot Au Pty Ltd for lodgement of company details in a form (Form 201) to ASIC.

ABR Declaration

I agree that: We(Deed Dot Com Dot Au Pty Ltd) will be sending your information to ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

SMSF Setup Superfund

We are a firm that provides you with the online tools to create your own self managed super funds. Our firm do not have accountants, financial advisors or legal professionals. Our firm is affiliated with a third party provider who is a firm of accountants and provide us with advice in order to provide you with these online tools and auditing services. DIY SMSF Funds as per law is a financial product. However, none of our products are provided to you as a financial service. We do not provide you with any advice regarding the suitability of any of our SMSF products. You must obtain your own such advice when you obtain a product or service from us. We are affiliated with third party tax agents. DIY Specialist accountants and ASIC approved Self Managed Super Funds auditors. Our firm is not licensed to provide any financial advice about SMSF products and tools.

We follow the best interests of our clients under ASIC’s Regulatory Guide 175.214 and taxation. The only one of the matters that must be considered when making a decision to set up a Self Managed Super Funds. We may at times give some factual information which is not intended to influence you in making a decision. In relation to a particular financial SMSF product or an interest in a particular financial product. This advice should not be considered as particular financial product advice or personal advice. This advice may be given under exemptions contained in Corporate Regulation 7.1.33G. We may refer to you to our third party affiliates. If you require advice relating to SMSF capital giants tax implications of investing in various Asset Classes. If we refer you to any financial planner or advisor. That planner pays us a share of for any financial advice given or commission received for investment in any financial SMSF product. We will advise you in writing before we refer you of our arrangement with the financial advisor.

Election to be a Complying Fund
Declaration

You agree that no principal or any staff member of New Venture Wealth Pty Ltd trading as “New Venture Wealth”:

  • We haven’t offered any financial Self managed super funds product advice or any other professional advice. You must obtain your own such advice before purchasing a Self Managed Super Fund product through us.
  • Didn’t provided you or made a statement of opinion with the intention of influencing you. Our firm has not done any act. Which is intending. It is influencing for me to set up a self managed super funds.
  • We don’t give any financial advice unless in any of the circumstances mentioned in Section 766 A (2) (b) of the corporations Act 2001. Which sets out the circumstances in which our principals or staff members are taken to provide a financial service as an “Eligible Service” defined in Corporations Regulations 7.1.29. These circumstances are that, we provide a financial advices (eligible service) in the course of conducting. What we are allow to do (exempt service). It is reasonably necessary to provide financial advice. This advice is offered as an integral part of our normal accounts functions.
  • Our firm did not provided any financial service as mentioned in Section 766 B to E of the Corporations Act 2001. I have enough opportunities in detail these sections of the Act.
  • Never provided any specific advice on any assets risk policy or specific insurance for any of the asset, the SMSF funds or life insurance policy or the value of insurance required for any member of the self managed super fund.
  • Have not provided any advice regarding transfer of any asset or rollover of any existing superannuation interests in the DIY Self Managed Super Funds. What assets or how much money should contribut to the DIY Self Manage Super Fund. SMSF investment strategies of your DIY Self Managed Super Funds.
  • We did not provided any advice on who should be members and trustees of the DIY Self manage Super Funds. Who should be beneficiaries of any death benefit of any member of the DIY Super Fund.
  • Haven’t provided financial advice on any financial Self Managed Super Funds product other than taxation implications of any financial product. Including establishment, operation structuring or valuation of superannuation fund except for advice. Which is for offered sole purpose. Only to the extent reasonably necessary for the purpose, of ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)), the SIS Regulations (other than regulation 4.09).
  • We do not provide any advice:
    • relating to the acquisition or disposal by your SMSF of any specific financial products or classes of financial SMSF products
    • a recommendation that you acquire or dispose any superannuation product; and
    • a recommendation in relation to a person’s existing holding in a superannuation product to modify an investment strategy or contribution level.
  • We don’t provide any comparison that your existing superannuation interest with DIY SMSF or any other superannuation product or any investment with another in your DIY SMSF.
  • Didn’t provided any retirement planning or estate planning advice either within or outside of superannuation space or within the ambit of DIY Super Fund.
  • That New Venture Wealth can send me follow up communications and promotions. Which relate to my application process, auditing and other new product and promotional releases.
  • I have obtained my own independent profession advice who holds an Australian Financial Services License (AFSL) and conducted my own research in making a decision to set up a SMSF.
  • I understand that once I set up my own Self Managed Super Funds, I as trustee will be responsible for my superannuation funds and I have read all my administrative functions and duties as a trustee and all investment restrictions as detailed in the ATO trustee declaration form.

I have read, understood and accept the Terms & Conditions of use of this website;
I hereby authorize “Deed Dot Com Dot Au Pty Ltd” to set up a Self Managed Superannuation Fund Trust Deed for the above named trustees;
All above trustees are aware that an ATO declaration must be signed within 21 days of commencing their duties;
I am authorised to complete and lodge this form on behalf of the Trustees with “Deed Dot Com Dot Au Pty Ltd”, Australian Tax Office and Australian Business Register.
I have read, understood and accept the declaration.

By clicking the button below “ Accept all disclaimers and declarations ” . Providing my personal and information of all members of the proposed DIY SMSF on the online form. I am instructing New Venture Wealth Pty Ltd and their principals, partners and staff to provide administrative task. Establishing an SMSF as defined in 17A of SIS Act for me..