| New SMSF | $400 | |
| New SMSF + Company | | |
| • New SMSF - DBA documents $300 | | |
| • Company- DBA documents $363 | | |
| • ASIC Fee $597 (from 1 July 2024) | $1,260 | |
| SMSF Deed Update | $500 | |
| SMSF Deed Update where current deed is a DBA deed with no subsequent variations | $400 | |
| • Annual Update Service - if paid via invoice | $165.00 | |
| • Annual Update Service - if paid via direct debit | $137.50 | |
| SMSF Lost Deed Service | | |
| • SMSF Deed update where there is a lost prior deed | $950 | |
| • Deed of confirmation to confirm a lost deed | From $3,000 | |
| Change of Trustee | $400 | |
| Change of Fund Name | $220 | |
| Admission of Member | $300 | |
| Admit a Conditional Member | $800 | |
| Cessation of Member | $300 | |
| SMSF Deed History Review | from $1,250 | |
| Bare Trust Deed (Custodian with No Borrowing) | $1,200 | |
| Tenants in common agreement | POA | |
| Unitholders agreement | POA | |
| Commercial, Investment and Related Agreements | POA | |
| QROPS Documents - existing SMSF | $1,500 | |
| QROPS Documents + New SMSF | | |
| • New (QROPS) SMSF documentation $1,500 | | |
| • New company (bundle price) $263 | | |
| • ASIC registration fee for the company (no GST) $597 (from July 2024) | $2,360 | |
| SMSF Lease Review Service | POA | |
| SMSF Staff Discount Policy | $2,200 | |
|
SMSFs & Property | Softcopy* | |
| SMSF Property Tax Advice | POA | |
| SMSF Building Contract Review | POA | |
| SMSF Lease Review Service | POA | |
| SMSF Borrowing | Standard from $1,200 | Premium from $2,750 |
| Agency/bare trust documentation (for use with related party builders) | $2,695 | |
| Tenants in common agreement | POA | |
| SMSF Investment Strategy Advice | POA | |
Investment Strategy Kit
| $440 | |
| Foreign Beneficiary Exclusions in Family Discretionary Trusts | from $700 | |
| Unitholders agreement | 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 $1,200 | |
| LRBA Loan Refinance | from $1,450 | |
| LRBA Wind Up Documentation | $880 | POA |
| 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 $660 | |
| 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 | $2,750 | |
| The Complete Guide to Super Proceeds Trusts Kit | $605 | † |
| Successor Director Appointment | POA | |
| Reversionary Nomination of Pension | $660 | |
|
SMSF & Family Law | Softcopy | |
| Family Law SuperSplitting Documents for SMSFs | from $3,300 | Tailored documents |
| Change of Trustee | $400 | |
| 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 | | |
| • DBA documents $363 | | |
| • ASIC Fee $597 (from July 2024) | $960 | |
| Cessation of Member | $300 | |
| Resignation of Director | $550 | |
| SMSF to SMSF Roll-Over Kit | $440 | |
| Admit a conditional member | | |
|
Companies | Softcopy | |
| New Pty Ltd Company | | |
| • DBA documents $363 (if more than 6 shareholders an extra fee applies) | | |
| • ASIC Fee $597 (from July 2024) | $960 | |
| Constitution Update for a Pty Ltd Company | $500 | |
| Lost Constitution Service | $2,500 | |
| Appointment of Director/Secretary | $550 | |
| Resignation of Director/Secretary | $550 | |
| Successor Director Appointment | POA | |
|
Trusts | Softcopy | |
| Review of trust deed and provision of report | $990 | |
| Change of trust name | $440 | |
| Discretionary / Family Trust | $300 | |
| Discretionary / Family Trust with Foreign Person Exclusion | from $700 | |
| Unit Trust (if more than 6 unitholders an extra fee applies). | $800 | |
| Lost Trust Deed Service | $2,500 | |
| Unit Trust Compliance Kit | $800 | |
| Bare Trust Deed (custodian with no borrowing) | $1,200 | |
| Foreign Person Exclusion | | |
| • DBA deed | $990 | |
| • Non-DBA deed | $1,250 | |
| Variations for Streaming and to Improve Tax Provisions | $1,250 | |
| Variations for Appointor and Successor Appointor Provisions | $1,250 | |
| Variation for investment power provisions | $1,250 | |
| Change of appointor | $770 | |
| Documents for a current appointor to make a Successor | $660 | |
| Documents for a current appointor to make a Successor Appointor nomination | $660 | |
| Winding up or vesting a trust | $660 | |
| Change of Trustee | $770 | |
| Sundry Variations | POA | |
| Adding/Removing Beneficiaries of a Discretionary Trust | POA
Click to order here | |
| Deed of Renunciation | 990 | |
| Variation to amend reporting requirements | $440 | |
| Extension to vesting date | $660 | |
| Superannuation Proceeds Trust | $2,500 incl. GST | |
| Trusts - Tax Services | POA
Click to order here | |
| Trusts - Business Services | POA | |
Managing unpaid present entitlements - Family Trusts
† These documents provide a single-use licence for a single discretionary trust | $440 | |
|
SMSF Kits | Softcopy | Licence Type |
| Investment Strategy Kit | $440 | # |
| Contribution Reserving Kit | $440 | # |
| Lump Sum Kit | $440 | † |
| SMSF to SMSF Roll-Over Kit | $440 | † |
| Unit Trust Compliance Kit | $800 | * |
| SMSF AFSL Letter of Execution | $550 | * |
| SMSF Wind Up Kit | $550 | † |
| SMSF Trustee Compliance Kit | $440 | # |
| New SMSF Withheld from Super Fund Lookup Kit | $330 | # |
| SMSF Residency Kit | $1,500 | # |
| The Complete Guide to Super Proceeds Trusts Kit | $605 | † |
| SMSF Borrowing Memo | $220 | # |
|
|
Taxation & Agreements | Softcopy | |
| ATO Objection | POA | |
| Service Agreement | POA | |
| Tenants in common agreement | POA | |
| Pricing includes GST | | |
