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 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 | # |
| Licence type: | |
|---|---|
| † | 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.
