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DBA requirements and fee information

Our SMSF Succession Diagnostic Service is a consulting service which generally involves us:

  • Reviewing relevant background facts and source documents.
  • Undertaking investigations or research to confirm any particular issues and matters requiring further consideration.
  • Providing initial oral feedback in a video conference (eg, Zoom) or phone call for up to 1.5 hours.

Our fees for this service typically start from $2,000 + GST. However, due to the variable nature of this kind of assignment, we will confirm our fee estimate once we have received initial instructions, determined the scope of the assignment and reviewed the range and complexity of documents requiring feedback.

Naturally, we can also be engaged on the basis of our usual fee rates to provide consulting advice without a formal brief. These rates range between $300 to $640 + GST per hour depending on the lawyer’s experience and qualifications.

Please contact one of our senior lawyers if you are interested in our SMSF Succession Diagnostic Service.

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