SMSF documents

New SMSF ($400 for PDF dispatch)
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New SMSF and trustee company ($1,109 for PDF dispatch)
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SMSF deed update ($500 for PDF dispatch)
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Change of SMSF trustee ($350 for PDF dispatch)
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SMSF borrowing (from $1,200 for PDF dispatch)
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Payments Above ABP Minimum Documentation ($440 for PDF dispatch)
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SMSF Change of name ($220 for PDF dispatch)
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SMSF Admission of member ($250 for PDF dispatch) (per new member)
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Pension commencement (account-based pension or transition to retirement income stream) ($440 for PDF dispatch)
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Pension conversion (transition to retirement income stream to account-based pension) ($440 for PDF dispatch)
Important note — due to recent ATO and legislative developments, the conversion documents are currently on hold pending further clarification. The pension commutation and new pension commencement documents when used together achieve a similar result. We will update our website as soon as we have clarified the effectiveness of conversion documents with the ATO.
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Pension Commutation (full or partial) ($440 for PDF dispatch)
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SMSF AFSL Advisers Kit ($1,290 for PDF dispatch)
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Lump Sum Kit ($440 for PDF dispatch)
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SMSF to SMSF Roll-Over Kit ($440 for PDF dispatch)
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SMSF Wind Up Kit ($550 for PDF dispatch)
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Investment Strategy Kit ($440 for PDF dispatch)
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Investment Reserving Kit ($440 for PDF dispatch)
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Contribution Reserving Kit ($440 for PDF dispatch)
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Trustee Compliance Kit ($440 for PDF dispatch)
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SMSF Materials Database ($550 for PDF dispatch)
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SMSF Borrowing Memo ($440 for PDF dispatch)
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Company documents

New company ($809 for PDF dispatch)
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Constitution update ($500 for PDF dispatch)
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Trusts

Discretionary family trust ($300 for PDF dispatch)
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Unit trust ($800 for PDF dispatch)
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Unit Trust Compliance Kit ($440 for PDF dispatch)
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Want something that not is listed above? Contact us and we’re sure we can accommodate.