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 | $495 | $1,125 |
| 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 | |
| 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 | Softcopy * | |
| New Company- DBA documents | $330 | |
| ASIC Documents | $495 | $825 |
| Constitution Update | $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 — 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 pensions | from $330 | |
Documents & 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 * | |
| Family Law SuperSplitting Documents for SMSFs | from $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 | Softcopy * | |
| Agency/Bare trust deed for use in property development involving related party builder | $2,450 + GST | |
| 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 | |
Our range of general trusts services and indicative pricing include: | Softcopy * | |
| 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 Trustee | from $700 + GST | |
| Sundry variations | from $700 + GST | |
| Deeds of confirmation or ratification | from $700 + GST | |
| Adding/removing beneficiaries of a discretionary trust | POA | |
Taxation & Agreements | Softcopy * | |
| ATO Objection | POA | |
| Loan Facility Agreement (Division 7A) | POA | |
| Partnership Agreement | POA | |
| Service Agreement | POA | |
| Tenants in common agreement | POA | |
| * Pricing includes GST | ||
For information and prices relating to our Succession Planning services, please click here.
To download our costs agreement, please click here.
