Top Navigation

DBA Lawyers Price List

SMSFs

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 Fee $495$1,125
SMSF Deed Update$500
Update an SMSF’s 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 MemberPOA
Cessation of Member$250
SMSF Deed History Reviewfrom $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 agreementPOA
Unitholders' agreementPOA
Commercial, Investment and Related AgreementsPOA

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 $1200
LRBA Loan Refinance from $1,450
LRBA Wind Up Documentation$800
SMSF Borrowing Memo$220

SMSF Pensions

Softcopy

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
Payments above ABP minimum  — provides practical guidance on making payments above the ABP minimum$440Tailored documents
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
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

SMSF Succession

Softcopy

SMSF Succession ServicesPOA
Binding Death Benefit NominationPOA
Death Benefit Payment Deed$1,760
The Complete Guide to Super Proceeds Trusts Kit$605
Successor Director AppointmentPOA
Reversionary Nomination of Pensionfrom $330

SMSF & Family Law

Softcopy

Family Law SuperSplitting Documents for SMSFsfrom $2,200Tailored documents
Change of Trustee$350
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$825
Cessation of Member$250
SMSF to SMSF Roll-Over Kit$440
Resignation of Director$250

Companies

Softcopy

New Company$330
• DBA documents $330
• ASIC Fee $495$825
Constitution Update$500
Appointment of Director/Secretary $250
Resignation of Director/Secretary$250
Successor Director AppointmentPOA

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*
SMSF Auditor's Kit$660*
SMSF Trustee Compliance Kit$440#
SMSF Wind Up Kit$550#
SMSF to SMSF Roll-Over Kit$440#
Lump Sum Kit$440#
Contribution Reserving Kit$440#
SMSF Materials Database$550*
SMSF Residency Kit$1,200#
The Complete Guide to Super Proceeds Trusts Kit$605
New SMSF Withheld from Super Fund Lookup Kit$330#

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)$1,650
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$1,100
Winding up/vesting a discretionary trust or unit trust that does not have significant assets or any dutiable property$990
Change of Trusteefrom $770
Sundry variationsfrom $770
Deeds of confirmation or ratificationfrom $770
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

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.

Print Friendly, PDF & Email