SMSF | Softcopy | Hardcopy |
| New SMSF | $400 | $450 |
| New SMSF + Company | $1,100 | $1,200 |
| Update an SMSF’s Deed click here for volume discount pricing | $500 | $550 |
| Binding death benefit nomination. | N/A | POA |
| Incorporating new company to be trustee of SMSF. | $800 | $850 |
| Change of Trustee of an SMSF | $400 | $450 |
| Change Name of an SMSF | $300 | $350 |
| If ordered in conjunction with SMSF Deed Upgrade | $110 | $110 |
| SMSF Borrowing *Refer to borrowing brochure for further information | Standard Service* | Premium Service* |
| SMSF Borrowing - Bank Lender | $1,200 | $2,750 |
| SMSF Borrowing - Related Party Lender | $1,600 | $3,850 |
SMSF Pensions | Kit only | Kit plus custom tailoring |
| Account-Based Pension Kit | $440 | $880 |
| Transition to Retirement Income Stream (‘TRIS’) Kit | $440 | $880 |
| Coversion Kit | $440 | $880 |
| Pension Commutation/Roll-Back Kit | $330 | $660 |
| Lump Sum Kit | $330 | $660 |
SMSF – Other Kits | Softcopy |
|
| SMSF to SMSF Roll-Over Kit *Click here for complete summary of kit | $330 | |
| SMSF & Unit Trust Kit *Click here for complete summary of kit | $440 | |
| Investment Strategy Kit *Click here for complete summary of kit | $440 | |
| Investment Reserving Kit *Click here for complete summary of kit | $440 | |
| Anti-Detriment Memo *Click here for complete summary of kit | $550 | |
| Crystallisation Kit *Click here for complete summary of kit | $220 | |
| SMSF Borrowing Memo *Click here for complete summary of kit | $220 | |
| Trustee Compliance Kit *Click here for complete summary of kit | $150 | |
| SMSF & Estate Planning Report *Click here for complete summary of kit | $99 | |
| SMSF FY2012 Compliance Kit *Click here for complete summary of kit | $150 | |
Trusts | Softcopy | Hardcopy |
| Discretionary / Family Trust | $300 | $350 |
| Unit Trust | $400 | $450 |
| Special Disability Trust | POA | |
| Child Maintenance Trust | POA | |
| Estate Proceeds Trust | POA | |
| Superannuation Proceeds Trust | POA | |
| Deed of Succession to Discretionary Trust | $1,100 | |
Taxation & Agreements | Hardcopy |
|
| ATO Objection | POA | |
| Buy-Sell Agreement | POA | |
| Loan Facility Agreement (Division 7A) | $440 | |
| Partnership Agreement | POA | |
| Service Agreement | $385 | |
| Tenants-In-Common Agreement | From $880 | |
Company | Softcopy | Hardcopy |
| New Company (price includes $412 ASIC fee not subject to GST) | $800 | $850 |
| Upgrade to a new constitution | $500 | $550 |
| Alternate Director Appointment | N/A | POA |
| Successor Director Appointment | N/A | $550 |
For information and prices relating to our Succession Planning services, please click here.
To download our costs agreement, please click here.
