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DBA Lawyers Price List

SMSF

Softcopy *


*An additional fee of $75 applies for hard copy delivery, per suite of documents
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

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
Payments Above ABP Minimum Documentation$440
Convert an existing TRIS to an ABP$440
Lump Sum Kit$440

Strategy Kits

T&C's apply. Refer to our Summary - SMSF documents and Strategy Kits page as well as the relevant web page(s) for details.

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
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