Fact Finders

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.

Superannuation

Document

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

Minimum Cost(including GST)

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

Minimum Cost
(including GST)