SMSFs | Softcopy* | |
|---|---|---|
| *An additional fee of $75 applies for hard copy delivery, per suite of documents PLEASE NOTE: Due to COVID-19, hard copy delivery has been suspended indefinitely. | ||
| SMSF Lease Review Service | POA | |
| New SMSF | $400 | |
| New SMSF + Company | ||
| • New SMSF- DBA documents $300 | ||
| • Company- DBA documents $330 | ||
| • ASIC Fee $506 (for fy 2021) | $1,136 | |
| SMSF Deed Update | $500 | |
| Update an SMSFs Deed where current deed is a DBA deed with no subsequent variations* | $400 | |
| Change of Trustee | $350 | |
| Change of Fund Name | $220 | |
| Admission of Member | $250 | |
| Admit a Conditional Member | POA | |
| Cessation of Member | $250 | |
| SMSF Deed History Review | from $500 | |
| Bare Trust Deed (Custodian with No Borrowing) | $1,200 | |
| Agency/Bare Trust Deed for Use in Property Development Involving Related Party Builder | $2,695 | |
| Tenants in common agreement | POA | |
| Unitholders' agreement | POA | |
| Commercial, Investment and Related Agreements | POA | |
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 Terms | from $1200 | |
| LRBA Loan Refinance | from $1,450 | |
| LRBA Wind Up Documentation | $880 | |
| SMSF Borrowing Memo | $220 | |
SMSF Pensions | Softcopy | |
| New pension - commence a new account-based pension (ABP) or transition to retirement income stream (TRIS) | $440 | Tailored 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) | $440 | Tailored 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 $440 | |
| Payments above ABP minimum provides practical guidance on making payments above the ABP minimum | $440 | Tailored documents |
| Making a pension non-reversionary - this service removes any reversionary nomination for account-based pensions | from $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 | Softcopy | |
| SMSF Succession Services | POA | |
| SMSF Succession Diagnostic Service | from $2,000 | |
| Binding Death Benefit Nomination | POA | |
| Death Benefit Payment Deed | $1,760 | |
| The Complete Guide to Super Proceeds Trusts Kit | $605 | † |
| Successor Director Appointment | POA | |
| Reversionary Nomination of Pension | from $330 | |
SMSF & Family Law | Softcopy | |
| Family Law SuperSplitting Documents for SMSFs | from $3,300 | Tailored documents |
| Change of Trustee | $350 | |
| SMSF Deed Update | $500 | |
| Update an SMSFs Deed where current deed is a DBA deed with no subsequent variations* | $400 | |
| Binding Death Benefit Nomination | POA | |
| New Company | $836 | |
| Cessation of Member | $250 | |
| Resignation of Director | $250 | |
| SMSF to SMSF Roll-Over Kit | $440 | |
| Admit a conditional member | ||
Companies | Softcopy | |
| New Company | $330 | |
| • DBA documents $330 | ||
| • ASIC Fee $506 | $836 | |
| Constitution Update | $500 | |
| Appointment of Director/Secretary | $550 | |
| Resignation of Director/Secretary | $550 | |
| Successor Director Appointment | POA | |
Trusts | Softcopy | |
| Discretionary / Family Trust | $300 | |
| Unit Trust | $800 | |
| Unit Trust Compliance Kit | $440 | |
| Bare Trust Deed (custodian with no borrowing) | $1,200 | |
| Special Disability Trust | $4,000 | |
| Child Maintenance Trust | $4,000 | |
| Estate Proceeds Trust | $4,000 | |
| Superannuation Proceeds Trust | $4,000 | |
SMSF Kits | Softcopy | License Type |
| Investment Strategy Kit | $440 | # |
| SMSF AFSL Advisers Kit | $1,290 | * |
| Contribution Reserving Kit | $440 | # |
| SMSF Auditor's Kit | $660 | * |
| Lump Sum Kit | $440 | † |
| SMSF to SMSF Roll-Over Kit | $440 | † |
| SMSF Wind Up Kit | $550 | † |
| SMSF Trustee Compliance Kit | $440 | # |
| SMSF Materials Database Kit | $550 | * |
| New SMSF Withheld from Super Fund Lookup Kit | $330 | # |
| SMSF Residency Kit | $2,200 | # |
| The Complete Guide to Super Proceeds Trusts Kit | $605 | † |
Our range of general trust 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) | $2,200 | |
| Variation to trusts for tax purposes such as including appropriate income streaming provisions. Contact us for volume pricing. | $2,200 | |
| 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) | $1,650 | |
| Variation for inclusion of Appointor and successor Appointor provisions | $1,650 | |
| Winding up/vesting a discretionary trust or unit trust that does not have significant assets or any dutiable property | $1,650 | |
| Change of Trustee | from $770 | |
| Sundry variations | from $770 | |
| Deeds of confirmation or ratification | from $770 | |
| 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 | ||
License type:
| † | Single-use license only for one member of one SMSF (eg, to document one SMSF wind up). |
| # | Single license for the same SMSF for a 12 month period (eg, to document a number of investment strategies for the same SMSF). |
| * | Single license 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 license). |
We can also provide:
- multi-use licenses and volume discounts 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 $75 for hard copy dispatch per kit.
For more details, please contact us.
For information and prices relating to our Succession Planning services, please click here.
To download our costs agreement, please click here.
