Fact Finders
Superannuation
Document |
Document Fact Finder(FF)
|
Minimum Cost
|
| 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 | ||
| Review of the death benefit clauses in an SMSF |
FF: 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 |
Hourly rates for additional drafting |
| 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 & |
| 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 |
Hourly rates |
| General consulting and advice | Hourly rates |
* 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.