Set up a self managed superannuation fund

Establish a new SMSF ($90 plus GST)

SMSFs are the fastest-growing sector of the superannuation industry. There is now more money stored in SMSFs than in all of the Australian industry funds combined. A self managed superannuation fund is a form of trust fund. As such, it must have a trust deed which sets out the rules under which the fund will operate. Costs $90 plus GST.

Nomination of Beneficiary ($10 plus GST)

The nomination of beneficiary form is used for the nomination of dependant(s) who in the event of death will become the recipient(s) of a percentage of the assets in the super fund. Costs $10 plus GST.

Amend an SMSF trust deed ($90 plus GST)

The amending trust deed form is used when the trust deed requires alteration. This can only be done with the consent of all trustees and/or members. Costs $90 plus GST.

Preparation of documents establishing a pension for an SMSF - either TRIS or Account Based (FREE)

Change of trustees for an SMSF ($80 plus GST)

The documents will be prepared and delivered within 24 hours.

Set up a Bare Trust ( for SMSF borrowing) ($90 plus GST)

IMPORTANT

The Trustee for the Bare Trust must be different to the trustee for the SMSF. Banks usually require corporate trustees for both. Please set up the corporate trustee before ordering the trust.

If the SMSF already exists, it is preferable to have a corporate trustee and you can order the change of details documents through Legal E Docs.

Please contact Alix on 9583 6533 if you have any queries.