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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
New SMSF- DBA documents$300
Company- DBA documents$330
ASIC Documents$488$1,118
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
Change of Trustee of an SMSF
Click here if for a new company to act as trustee.
$350
Change Name of an SMSF$220

Company

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New Company- DBA documents$330
ASIC Documents$488$818
Constitution Update$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

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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 — provides practical guidance on making payments above the ABP minimum$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
Convert an existing TRIS to an ABP
Important note - due to recent ATO and legislative developments, the conversion documents are currently on hold pending further clarification. The pension commutation and new pension commencement documents when used together achieve a similar result. We will update our website as soon as we have clarified the effectiveness of conversion documents with the ATO.
$440
Reversionary nomination of a pension - this service is designed to make existing account-based pensions reversionary to an eligible dependant (eg. a spouse)from $330
Making a pension non-reversionary - this service removes any reversionary nomination for account-based pensionsfrom $330

Documents & 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.

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Family Law SuperSplitting Documents for SMSFsfrom $2,200
SMSF Auditor's Kit$660
CGT Relief Kit for SMSFs$1,290
New SMSF withheld from Super Fund Lookup Kit$330
SMSF AFSL Advisers Kit$1,290
SMSF Wind Up Kit$550
SMSF Residency Kit$1,200
Contributions Reserving Kit$440
SMSF Materials Database$550
SMSF to SMSF Roll-Over Kit$440
Investment Strategy Kit$440
Pension Reserving Kit$440
SMSF Borrowing Memo$220
SMSF Trustee Compliance Kit$440
Unit Trust Compliance Kit$440

SMSF Agreements

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Tenants in common agreementPOA
Unitholders' agreementPOA
Commercial, investment and related agreements for SMSFsPOA

Trusts

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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

Our range of general trusts services and indicative pricing include:

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Variation of a discretionary trust to exclude foreign persons for Victorian duties purposes (please contact us to discuss other jurisdictions)$1,500 + GST
Variation to trusts for tax purposes such as including appropriate income streaming provisions. Contact us for volume pricing.$2,000 + GST
Deed of renunciation (for a beneficiary to relinquish their ability to be a beneficiary –– where the beneficiary is a primary beneficiary or a taker in default of a distribution being made)$1,500 + GST
Variation for inclusion of Appointor and successor Appointor provisions$1,000 + GST
Winding up/vesting a discretionary trust or unit trust – that does not have significant assets or any dutiable property$900 + GST
Change of Trusteefrom $700 + GST
Sundry variationsfrom $700 + GST
Deeds of confirmation or ratificationfrom $700 + GST
Adding/removing beneficiaries of a discretionary trustPOA

Taxation & Agreements

Softcopy *

ATO ObjectionPOA
Loan Facility Agreement (Division 7A)POA
Partnership AgreementPOA
Service AgreementPOA
Tenants in common agreementPOA
* Pricing includes GST
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