SMSF Specialist Services
We have many specialist services available to assist you with your SMSF. With the ever changing SMSF landscape, many of these services require the provision of Financial Advice and the preparation of a Statement of Advice (SOA). We are licenced SMSF Accountants and work with many professionals under our umbrella that can assist with all facets of SMSF Advice.
Herein we give you a general guide as to the types of SMSF Specialist Services that we offer and the typical fee we charge:
Deed of Confirmation (Replacement Deed). | $550 |
Deed of Amendment (Upgrade to comply with new laws). | $495 |
Deed of Change of Name* | $495 |
Trustee Appointment or Removal | $550 |
Member Appointment or Removal | $330 |
*Change of Company Name (including ASIC Fee) | $660 |
Pension Establishment including:
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$550 per pension $990 for 2 pensions |
Bare Trust Document Package including Corporate Trustee (for borrowing to buy property):
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$1980 |
Actuarial Certificates | $190 |
Defined Benefit Actuarial Certificates | $495 |
Lump Sum Payment Documentation including:
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Registered ASIC Agent duties including preparation and lodgement of ASIC forms, as required and maintenance of Corporate Register. | $275 |