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 $488) | |
| 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 $488) | |
| Change of Trustee of an SMSF | $350 | |
| Change Name of an SMSF | $220 | |
Company | Softcopy * | |
| New Company (includes ASIC fee) | $330 + ASIC fee (currently $488) | |
| 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 * | |
| Pensions - reversionary nomination (standard documents) | $330 | |
| Pensions - reversionary nomination (premium service) | $660* | |
| 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 | |
| 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 * | |
| Family Law SuperSplitting Kit for SMSFs | $1,100 | |
| 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 | |
| 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 | |
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 | $1,500 + 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.
