Strategy & Compliance Kits

  • We offer the following strategy and compliance kits to assist SMSF trustees and advisers, click here for a full summary.
  • In addition, we also offer numerous pension kits to assist SMSF trustees and advisors.
DescriptionFee
SMSF to SMSF Roll-Over Kit$330
SMSF & Unit Trust Kit$440
Investment Strategy Kit$440
Investment Reserving Kit$440
Anti-Detriment Memo$550
Crystallisation Kit$220
SMSF Borrowing Memo$220
Trustee Compliance Kit$150
SMSF & Estate Planning Report$99
SMSF FY2012 Compliance Kit$150
Lump Sum Kit$330
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