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 Review | from $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 Appointment | POA |
| Alternate Director Appointment | N/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 refinance | from $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 KitsT&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 agreement | POA |
| Unitholders' agreement | POA |
| Commercial, investment and related agreements for SMSFs | POA |
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 Objection | POA |
| Loan Facility Agreement (Division 7A) | POA |
| Partnership Agreement | POA |
| Service Agreement | POA |
| Tenants in common agreement | POA |
