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SMSF DocumentPAYG $ (incl. GST)

Company Incorporation Standard

$640

Company Incorporation Special Purpose

$695

Change of Constitution -
- Standard to Special Purpose
- Special Purpose to Standard
- Variation to Special Purpose Constitution
- Variation to Standard Company Constitution

$220

Company Constitution only

$143

Discretionary (Family) Trust  

$165

Fixed Unit Trust  

$165

SMSF Establishment (incl. QROPS) / New SMSF

$220

SMSF Trust Deed Upgrade (incl. QROPS)

$220

SMSF Change of Trustee

$330
SMSF Change of Name$330

Limited Recourse Borrowing Arrangement (LRBA)

$660
LRBA Refinance$660
In-house Asset Loan Agreement $330
Deed of Debt Forgiveness (coming soon)$330

Binding Death Benefit Nomination DBN (lapsing & non-lapsing)

$165

Non-binding DBN (Death Benefit Nomination)

$165
Add BDBN as a Paramount Document$99
Fund Members Guardian$275

Market Linked Pension (MLP)

$198

Pension Commencement -
- Account based pension
- Transition to Retirement Income stream
- Death Benefit Pension

$198

Partial Commutation - Cash/In-specie

$165

Lump sum - Cash/In-specie/Death Benefit

$99

Rollback of Pension -
 - Account based pension
 - Transition to Retirement income stream

$165

TRIS to Retirement Phase

$132

Lost Pension Deed (Affirmation & Confirmation)

$220
Convert TRIS to ABP2$132
Annual Pension Review (including above minimum pension amounts)$99
Add ABP as a Special Rule of the Fund$99
Minimum Pension Shortfall$99
Met condition of release$55
Add or remove a reversionary beneficiary$99
Audit confirmation of benefits paid$55
Payment of Reversionary Pension$99
Deemed Segregation Period (DSP) (coming soon)$99
Transfer Balance Cap - Full Commutation (per PCG 2017/5)$132
Transfer Balance Cap - Partial Commutation (per PCG 2017/5)$132

Investment Strategy

$165
Change allocation of Investment Strategy$55

Contribution Reserving - Concessional Contributions

$165

Contribution Reserving - Non-Concession Contributions

$165
Downsizer Contributions (coming soon)$99

Member contributions - Cash

$55

Member contributions - In-specie

$55
Contribution splitting$55
Satisfy work test$55
Met Condition of Release$55
Notice to vary LRBA interest rate$55
Acquire an Asset Minute$55
Dispose of an Asset Minute$55
Certificate of Complying Status$55
Audit confirmation of employer contributions$55

Trustee consent - Director

$55

Trustee consent - Individual

$55
Winding up a SMSF Minutes$220
Creation of a Reserve (coming soon)$132
Allocation from a Reserve$132
Returning Non-Concessional Contributions (due to not meeting work test)$99