We offer the best range of SMSF documents and strategy kits; supported by Australia’s leading SMSF Law firm.
|Documents/Strategy Kits||Price||Licence type|
|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|
|Payments Above ABP Minimum||$440||Tailored documents|
|Convert an existing TRIS to an ABP||$440||Tailored documents|
|SMSF to SMSF Roll-Over Kit||$440||†|
|SMSF Wind Up Kit||$550||†|
|Lump Sum Kit||$440||†|
|CGT Relief Kit for SMSFs||$1,290||*|
|SMSF AFSL Advisers Kit||$1,290||*|
|SMSF Material Database||$550||*|
|Contributions Reserving Kit||$440||#|
|Investment Reserving Kit||$440||#|
|Investment Strategy Kit||$440||#|
|Pension Reserving Kit||$440||#|
|SMSF Borrowing Memo||$220||#|
|Trustee Compliance Kit||$440||#|
|New SMSF withheld from Super Fund Lookup Kit||$330||#|
|Unit Trust Compliance Kit||$440||#|
|†||Single-use licence only for one member of one SMSF (eg, to document one SMSF wind up).|
|#||Single licence for the same SMSF for a 12 month period (eg, to document a number of investment strategies for the same SMSF).|
|*||Single licence 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 licence).|
We can also provide:
- multi-use licences 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.