{"id":1060,"date":"2010-08-31T03:06:13","date_gmt":"2010-08-31T03:06:13","guid":{"rendered":"http:\/\/www.dbalawyers.com.au\/dev\/wordpress\/?page_id=1060"},"modified":"2024-03-20T10:12:37","modified_gmt":"2024-03-19T23:12:37","slug":"summary-smsf-documents-strategy-kits","status":"publish","type":"page","link":"https:\/\/www.dbalawyers.com.au\/summary-smsf-documents-strategy-kits\/","title":{"rendered":"Summary – SMSF Documents & Strategy Kits"},"content":{"rendered":"
\"download<\/a><\/div>\n

We offer the best range of SMSF documents and strategy kits; supported by Australia\u2019s leading SMSF Law firm.<\/p>\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Documents\/Strategy Kits<\/th>Price<\/th>Licence type<\/th>\n<\/tr>\n<\/thead>\n
New pension - commence a new account-based pension (ABP<\/strong>) or transition to retirement income stream (TRIS<\/strong>)<\/a><\/td>$440<\/td>Tailored documents<\/span><\/td>\n<\/tr>\n
Pension commutation (full or partial) (including to fall within the transfer balance cap) \u2013 fully or partially commute an ABP or TRIS (includes option of cashing lump sum asset(s) in specie)<\/a><\/td>$440<\/td>Tailored documents<\/span><\/td>\n<\/tr>\n
Payments Above ABP Minimum<\/a><\/td>$440<\/td>Tailored documents<\/span><\/td>\n<\/tr>\n
SMSF to SMSF Roll-Over Kit<\/a>
\n<\/td>		$440<\/td>\u2020<\/span><\/td>\n<\/tr>\n
SMSF Wind Up Kit<\/a>
\n<\/td>		$550<\/td>\u2020<\/span><\/td>\n<\/tr>\n
Lump Sum Kit<\/a>
\n<\/td>		$440<\/td>\u2020<\/span><\/td>\n<\/tr>\n
SMSF AFSL Letter of Execution - SMSF Set Up<\/a><\/td>$550<\/td>*<\/span><\/td>\n<\/tr>\n
Contributions Reserving Kit<\/a>
\n<\/td>		$440<\/td>#<\/span><\/td>\n<\/tr>\n
Investment Strategy Kit<\/a>
\n<\/td>		$440<\/td>#<\/span><\/td>\n<\/tr>\n
Pension Reserving Kit<\/a>
\n<\/td>		$440<\/td>#<\/span><\/td>\n<\/tr>\n
SMSF Borrowing Memo<\/a>
\n<\/td>		$220<\/td>#<\/span><\/td>\n<\/tr>\n
SMSF Trustee Compliance Kit<\/a>
\n<\/td>		$440<\/td>#<\/span><\/td>\n<\/tr>\n
New SMSF withheld from Super Fund Lookup Kit<\/a><\/td>$330<\/td>#<\/span><\/td>\n<\/tr>\n
Unit Trust Compliance Kit<\/a><\/td>$800<\/td>#<\/span><\/td>\n<\/tr>\n
SMSF Residency Kit<\/strong><\/a><\/td>$1,200<\/td>#<\/span><\/td>\n<\/tr>\n
Reversionary nomination of a pension<\/strong><\/a><\/td>$330<\/td>Tailored documents<\/span><\/td>\n<\/tr>\n
Making a pension non-reversionary<\/strong><\/a><\/td>$330<\/td>Tailored documents<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n\n\n
Licence type:<\/th>\n<\/tr>\n
\u2020<\/span><\/td>\nSingle-use licence only for one member of one SMSF (eg, to document one SMSF wind up).<\/td>\n<\/tr>\n
#<\/span><\/td>\nSingle licence for the same SMSF for a 12 month period (eg, to document a number of investment strategies for the same SMSF).<\/td>\n<\/tr>\n
*<\/span><\/td>\nSingle 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).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

We can also provide:<\/p>\n