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DescriptionSoftcopy *
New SMSF$400
New SMSF + Company
New SMSF - DBA documents$300
Company - DBA documents$363
ASIC fee - no GST$597 (from 1 July 2024)
Total$1260 (from 1 July 2024)
Offline orders: Unless documents are ordered online at an extra fee applies per suite of documents. To download the offline order form click here.

Hardcopy documents: Additional fees for hardcopy documents apply. Click here
ASIC Fee: # ASIC fee is indexed each 1 July and for FY2023 it was $538. Since we act as your agent to register the company, no GST applies to the ASIC fee.
GST: Pricing (apart from ASIC fees) includes GST

If you also want us to incorporate the corporate trustee for the new super fund, please click here to download the company order form, which should be sent together with the new super fund order. To learn more about the merits of a corporate trustee instead of individual trustees, click here to view our FAQ page.

For information on some of the strategic reasons why our SMSF documents are so highly regarded, click here.

What’s included

  • Covering letter and completion checklist
  • Trustee resolutions
  • SMSF deed to establish the fund
  • Application for membership forms for each member
  • Product disclosure statement (PDS) for each member (including binding death benefit nomination form)
  • SMSF Memo

Corporate Trustees of SMSFs

If you are considering individual trustees for the new super fund, you should consider the advantages of a corporate trustee over individuals. The long-term benefits of a company generally far outweigh the up-front cost of incorporation. Some of the main advantages include asset protection; continuous succession; and far greater administrative ease. For more information on the advantages of a corporation trustee click here and to order a company click here.

Annual Update Service

We provide an Annual Update Service which is a convenient and sound way of ensuring that SMSFs’ governing rules are kept up to date. This in turn gives SMSFs maximum strategic flexibility, compliance and peace of mind. Click here for more information.

Compliance for trustees

After establishing an SMSF, our Trustee Compliance Kit will assist trustees in keeping comprehensive minutes of their decisions.

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