SMSF Change of name ($220 for PDF dispatch)
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SMSF Change of Member (Admission and/or Cessation of Member) ($300 for PDF dispatch) (per change of 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 letter of execution – SMSF Set Up ($550 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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Contribution Reserving Kit ($440 for PDF dispatch)
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Trustee Compliance Kit ($440 for PDF dispatch)
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SMSF Borrowing Memo ($220 for PDF dispatch)
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SMSF Residency Kit ($2,200 for PDF dispatch)
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New SMSF Withheld from Super Fund Lookup Kit ($330 for PDF dispatch)
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The Complete Guide to Super Proceeds Trusts Kit ($605 for PDF dispatch)
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