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Strategy & Compliance Kits

  • We offer the following strategy and compliance kits to assist SMSF trustees and advisers,
  • In addition, we also offer numerous pension kits to assist SMSF trustees and advisers.
Name of kitFeeLicence type
SMSF kits
Non-Licensed (AFSL) SMSF Advisers Kit
Click here for seminar on this topic
$1,290*
CGT Relief Kit for SMSFs
$1,490*
Contributions Reserving Kit
Click here for online SMSF Core Course training - Contributions and excess contributions tax
$440#
Investment Reserving Kit
Click here for online SMSF Core Course training - Making and maintaining investments
$440#
Investment Strategy Kit
Click here for online SMSF Core Course training - Making and maintaining investments
$440#
Pension Reserving Kit
Click here for online SMSF Core Course training - Paying and structuring benefits
$440#
Lump Sum Kit
Click here for online SMSF Core Course training - Paying and structuring benefits
$330
SMSF Borrowing Memo
Click here for online SMSF Core Course training - Limited recourse borrowing arrangements
$220*
SMSF to SMSF Roll-Over Kit
Click here for online SMSF Core Course training - Paying and structuring benefits
$330
SMSF Wind Up Kit
Click here for online SMSF Core Course training - SMSF Fundamentals and Regulation
$550
Trustee Compliance Kit
Click here for online SMSF Core Course training - SMSF Fundamentals and Regulation
$330#
Unit Trust Kit
Unit Trust Compliance Kit$440*
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 for a 12 month period (eg, to document a number of investment strategies for the same SMSF).
*Single licence for multi-use by the same office for a 12 month period (eg, an adviser’s branch office can use on numerous occasions for a 12 month period but each office would need a separate licence to use).

Kits are emailed in PDF with certain files in MS word format (for completion).

Please add $65 for hard copy dispatch per kit.

We also provide tailored documents for specific client circumstances and a full range of SMSF legal services.

For more details (including multi-use and volume discounts), please contact us.

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