Superannuation

Document

Document Fact Finder(FF)
&  Pocket Summary(PS)
(for further reading)

Minimum Cost
(including GST)

Establishment of an SMSF* FF: SMSF - establishment
PS: Self managed superannuation funds                 
$440
Variation of an SMSF documentation**            FF: SMSF- Variation
PS: Self managed
superannuation funds
           
$550

Instalment warrant for SMSF

FF: Instalment Warrant
PS: Instalment Warrant

 

Review of the death benefit clauses
in an SMSF

FF: Death benefits trusts
PS: Superannuation death
benefits trusts
                  

$220 

Binding death benefit nomination
(including immediate & reserve
nominations)                                   

FF: Binding death benefit
nomination
PS: Binding death benefit nominations                       

$330 single &
$385 pair                     

Binding death benefit nomination -
with special conditions

FF: Binding death benefit
nomination

PS: Binding death benefit 
nominations 
                         

Costs estimates
supplied once scope of
extra drafting is known 

Change of trustee for a self
managed superannuation fund Deed
FF: SMSF - change of trustee
PS: Self managed
superannuation funds
$330
Admission of new member to a self
managed superannuation fund
FF: SMSF - admission of new member
PS: Self managed
superannuation funds
$250 + $50
for each
additional
new member
Preparation of account based non-commutable SMSF transitional to
retirement pension documentation
FF: SMSF - commencement of pension
PS: Superannuation pensions

$825 single &
$990 pair

Account based commutable SMSF
pension documentation
FF: SMSF - commencement of pension
PS: Superannuation pensions
$825 single &
$990 pair
Tailored SMSF Deed (with specific
future control provisions) and
account based non-commutable
SMSF pension documentation
FF: SMSF - establishment
PS: Self managed
superannuation funds

Costs estimates
supplied once scope
of work is known

General consulting and advice   Meeting times
charged

* Note: For establishment of an SMSF, documents prepared include trust Deed, product disclosure statement, member application form, sample letter to an employer, binding death benefit nomination pro forma and guide, summary letter, checklist and trustee minutes.

 ** Note: For variation of an SMSF Deed, documents varied include trust Deed, product disclosure statement, binding death benefit nomination pro forma and guide, summary letter, checklist and trustee and member minutes.

 

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