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DBA Lawyers Price List

*Hardcopy documents: For hardcopy, an additional fee of $140 typically applies for each suite of documents that we need to print, bind, place tabs in relevant spots in documents for execution, arrange express post and related attendances (including providing an A4 binder and dividers where relevant).

Offline orders: Unless documents are ordered online at an extra $100 fee applies per suite of documents.

Please note: Documents that cannot be ordered online will not incur the extra fee.



New SMSF$400
New SMSF + Company
• New SMSF- DBA documents $300
• Company- DBA documents $362
• ASIC Fee $576 (from July 2023) $1,238
SMSF Deed Update$500
SMSF Deed Update where current deed is a DBA deed with no subsequent variations$400
• Annual Update Service - if paid via invoice$165.00
• Annual Update Service - if paid via direct debit$137.50
SMSF Lost Deed Service
• SMSF Deed update where there is a lost prior deed$950
• Deed of confirmation to confirm a lost deedFrom $3,000
Change of Trustee$400
Change of Fund Name$220
Admission of Member$300
Admit a Conditional Member$800
Cessation of Member$300
SMSF Deed History Reviewfrom $1,250
Bare Trust Deed (Custodian with No Borrowing)$1,200
Tenants in common agreementPOA
Unitholders agreementPOA
Commercial, Investment and Related AgreementsPOA
QROPS Documents - existing SMSF$1,500
QROPS Documents + New SMSF
• New (QROPS) SMSF documentation $1,500
• New company (bundle price) $262
• ASIC registration fee for the company (no GST) $576 (from July 2023)$2,338
SMSF Lease Review Service POA
SMSF Staff Discount Policy $3,500

SMSFs & Property


SMSF Property Tax AdvicePOA
SMSF Building Contract ReviewPOA
SMSF Lease Review ServicePOA
SMSF BorrowingStandard from $1,200Premium from $2,750
Agency/bare trust documentation (for use with related party builders)$2,695
Tenants in common agreementPOA
SMSF Investment Strategy AdvicePOA
Investment Strategy Kit
Foreign Beneficiary Exclusions in Family Discretionary Trustsfrom $700
Unitholders agreementPOA

SMSF Borrowing

Standard Service

Premium Service

SMSF Borrowing - Bank Lender$1,200 $2,750
SMSF Borrowing - Related Party Lender$1,600 $3,850
Alteration of Related Party Loan Termsfrom $1,200
LRBA Loan Refinance from $1,450
LRBA Wind Up Documentation$880POA
SMSF Borrowing Memo$220

SMSF Pensions


New pension - commence a new account-based pension (ABP) or transition to retirement income stream (TRIS)$440Tailored documents
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)$440Tailored documents
Reversionary nomination of a pension - this service is designed to make existing account-based pensions reversionary to an eligible dependant (eg. a spouse)from $660
Payments above ABP minimum  — provides practical guidance on making payments above the ABP minimum$440Tailored documents
Making a pension non-reversionary  - this service removes any reversionary nomination for account-based pensionsfrom $440
Pension confirmation documents  - we can prepare documents that confirm the terms of an existing pension, commutation, reversion, etc, especially where there are no, poor or inadequate records. We can tailor appropriate documentation to suit and a number of our documents can be used to ensure the pension reflects the latest provisions.POA

SMSF Succession


SMSF Succession ServicesPOA
SMSF Succession Diagnostic Servicefrom $2,000
Binding Death Benefit NominationPOA
Death Benefit Payment Deed$2,750
The Complete Guide to Super Proceeds Trusts Kit$605
Successor Director AppointmentPOA
Reversionary Nomination of Pension$660

SMSF & Family Law


Family Law SuperSplitting Documents for SMSFsfrom $3,300Tailored documents
Change of Trustee$400
SMSF Deed Update$500
Update an SMSF’s Deed where current deed is a DBA deed with no subsequent variations*$400
Binding Death Benefit NominationPOA
New Company
• DBA documents $362
• ASIC Fee $576 (from July 2023)$938
Cessation of Member$300
Resignation of Director$550
SMSF to SMSF Roll-Over Kit$440
Admit a conditional member



New Pty Ltd Company
• DBA documents $362 (if more than 6 shareholders an extra fee applies)
• ASIC Fee $576 (from July 2023)$938
Constitution Update for a Pty Ltd Company$500
Lost Constitution Service$2,500
Appointment of Director/Secretary $550
Resignation of Director/Secretary$550
Successor Director AppointmentPOA



Review of trust deed and provision of report$990
Change of trust name$440
Discretionary / Family Trust$300
Discretionary / Family Trust with Foreign Person Exclusionfrom $700
Unit Trust (if more than 6 unitholders an extra fee applies).$800
Lost Trust Deed Service$2,500
Unit Trust Compliance Kit$800
Bare Trust Deed (custodian with no borrowing)$1,200
Foreign Person Exclusion
• DBA deed$990
• Non-DBA deed$1,250
Variations for Streaming and to Improve Tax Provisions$1,250
Variations for Appointor and Successor Appointor Provisions$1,250
Variation for investment power provisions$1,250
Change of appointor$770
Documents for a current appointor to make a Successor$660
Documents for a current appointor to make a Successor Appointor nomination$660
Winding up or vesting a trust$660
Change of Trustee$770
Sundry VariationsPOA
Adding/Removing Beneficiaries of a Discretionary TrustPOA
Click to order here
Deed of Renunciation990
Variation to amend reporting requirements$440
Extension to vesting date$660
Special Disability TrustPOA
Child Maintenance TrustPOA
Estate Proceeds TrustPOA
Superannuation Proceeds TrustPOA
Trusts - Tax ServicesPOA
Click to order here
Trusts - Business ServicesPOA



Licence Type

Investment Strategy Kit$440#
Contribution Reserving Kit$440#
Lump Sum Kit$440
SMSF to SMSF Roll-Over Kit$440
Unit Trust Compliance Kit$800*
SMSF AFSL Letter of Execution$550*
SMSF Wind Up Kit$550
SMSF Trustee Compliance Kit$440#
New SMSF Withheld from Super Fund Lookup Kit$330#
SMSF Residency Kit$1,500#
The Complete Guide to Super Proceeds Trusts Kit$605
SMSF Borrowing Memo$220#

Taxation & Agreements


ATO ObjectionPOA
Loan Facility Agreement (Division 7A)$1,500
Service AgreementPOA
Tenants in common agreementPOA
Pricing includes GST

Licence type:

Single-use licence only for one member of one SMSF (eg, to document one SMSF wind up).
#Single licence for 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 one user of the same firm, in the same office for a 12 month period (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).

We can also provide:

  • multi-use licences to approved advisers; and
  • tailored documents and advice for specific client circumstances and a full range of SMSF legal services.

Documents are emailed in PDF format. Please add $140 for hard copy dispatch per kit.

For more details, please contact us.

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