Top Navigation

DBA Lawyers Price List

SMSF


Softcopy *


*Add $65 for hard copy of each product which includes express post cost
New SMSF$400
New SMSF + Company (includes ASIC fee)$630 + ASIC fee (currently $479)
Update an SMSF’s Deed
click here for volume discount pricing
$500
Update an SMSF’s Deed where current deed is a DBA deed with no subsequent variations*
$400
SMSF Deed History Reviewfrom $500
Binding death benefit nomination (tailored)POA
Incorporating new company to be trustee of SMSF$330 + ASIC fee (currently $479)
Change of Trustee of an SMSF$350
Change Name of an SMSF$220

Company

Softcopy *

New Company (includes ASIC fee)$330 + ASIC fee (currently $479)
Upgrade to a new constitution$500
Appointment of director$250 (per director appointed)
Resignation of director$250 (per director resigning)
Successor Director AppointmentPOA
Alternate Director AppointmentN/A
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
Borrowing (alter terms of related party loan)from $1200
SMSF borrowing loan refinancefrom $1,450

SMSF Pensions

Softcopy *

New pension — commence a new account-based pension ('ABP') or transition to retirement income stream ('TRIS')$440
Pension commutation (full or partial) (including to fall within the transfer balance cap) — fully or partially commute an ABP or TRIS (includes option of cashing lump sum asset(s) in specie)$440
Convert an existing TRIS to an ABP$440
Lump Sum Kit$440

SMSF – Other Kits

Softcopy only *

CGT Relief Kit for SMSFs$1,490
New SMSF withheld from Super Fund Lookup Kit$330
SMSF AFSL Advisers Kit$1,290
SMSF Wind Up Kit$550
Contributions Reserving Kit$440
SMSF Materials Database$550
SMSF to SMSF Roll-Over Kit$440
Investment Strategy Kit$440
Investment Reserving Kit$440
Pension Reserving Kit$440
SMSF Borrowing Memo$220
Trustee Compliance Kit$440
Unit Trust Compliance Kit$440

SMSF Agreements

Softcopy *

Tenants in common agreementPOA
Unitholders' agreementPOA
Commercial, investment and related agreements for SMSFsPOA

Trusts

Softcopy *

Discretionary / Family Trust$300
Unit Trust$800
Special Disability Trust$4,000
Child Maintenance Trust$4,000
Estate Proceeds Trust$4,000
Superannuation Proceeds Trust$4,000

Taxation & Agreements

Softcopy *

ATO ObjectionPOA
Loan Facility Agreement (Division 7A)POA
Partnership AgreementPOA
Service AgreementPOA
Tenants in common agreementPOA
Licence type:
Single-use licence only for one member of one SMSF (eg, to document one pension for one SMSF member).
#Single licence for multi-use by the same SMSF (eg, to document a number of investment strategies for the same SMSF).
*Single licence for multi-use by one user of the same firm, in the same office (eg, one user in an adviser’s branch office can use on numerous occasions but each other user or office would require its own licence).
Print Friendly