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| SMSF Document | PAYG $ (incl. GST) |
|---|---|
Company Incorporation Standard | ASIC fee + $180 |
| ASIC fee + $180 | |
Change of Constitution - | $220 |
Company Constitution only | $143 |
| $165 | |
| $165 | |
| $220 | |
| $220 | |
| $330 | |
| SMSF Change of Name | $330 |
| Limited Recourse Borrowing Arrangement (LRBA) | $330 |
| LRBA Loan Facility Agreement (Related Party) | $330 |
| 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 |
| $165 | |
| Add BDBN as a Paramount Document | $99 |
| Fund Members Guardian | $275 |
Market Linked Pension (MLP) | $198 |
Pension Commencement - | $198 |
| $165 | |
| $99 | |
Rollback of Pension - | $165 |
| $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 |
| $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 |
