SMSF Start & Update

  • Fund Establishment – Company or Individual Trustees
  • SMSF Trust Deed Upgrade
  • Change of Trustee
  • Change of Name
  • Limited Recourse Borrowing Arrangements
  • LRBA Refinance
Membership level & PAYG optionThese documents inclusive of the Gold membership and available on a PAYG basis for all other membership levels. 

Companies

  • Standard Proprietary Company
  • Special Purpose SMSF Trustee Company
  • Replacement of Company Constitution

Membership level & PAYG optionThese documents inclusive of the Gold membership and available on a PAYG basis for all other membership levels. 

Important Note The Gold member will be required to pay the ASIC incorporation fee & admin fee by credit card with each order.  All other members have the ASIC fee incorporated into the price.

Estate Planning

  • Standard Death Benefit Nomination
  • Binding Death Benefit Nomination (lapsing & non-lapsing)
  • Add non-lapsing BDBN as a Paramount Document

Membership level & PAYG optionThese documents inclusive of the Gold membership and available on a PAYG basis for all other membership levels. 

Other Legal

  • In-House Asset (IHA) Loan Agreement
  • Deed of debt forgiveness (coming soon)

Membership level & PAYG optionThese documents inclusive of the Gold membership and available on a PAYG basis for all other membership levels. 

Benefit Payments

  • Pension Commencement (ABP & TRIS)
  • Rollback of Pension (ABP & TRIS)
  • Convert TRIS to ABP (replacement income stream)
  • Add ABP as a Special Rule of the Fund
  • Transfer Balance Cap – Full Commutation (per PCG 2017/5)
  • Transfer Balance Cap – Partial Commutation (per PCG 2017/5)
  • Partial Commutation (Cash & in-specie)
  • Death Benefit Pension Rollover (per PCG 2017/6)
  • TRIS Reg. 995-1.03 election (applies pre 1 July 2017)
  • Add or remove a reversionary beneficiary
  • Lump Sum
  • Audit confirmation of benefits paid
  • Minimum pension shortfall (coming soon)
  • Met condition of Release
Membership level & PAYG optionThese documents inclusive of the Gold & Silver memberships and available on a PAYG basis for all other membership levels. 

Investment Strategy

  • Investment Strategy Report
  • Change of Investment Strategy (alter investment allocation)
  • Acquire an asset minute
  • Dispose an asset minute

Membership level & PAYG optionThese documents inclusive of the Gold & Silver memberships and available on a PAYG basis for all other membership levels. 

Compliance Documents

  • CGT Relief – Segregated adopting proportionate approach
  • Contribution Reserving – Concessional Contributions
  • Contribution Reserving – Non-Concessional Contributions (coming soon)
  • Contribution splitting
  • Satisfy Work Test
  • Met Condition of Release
  • Notice of vary interest rate for related party LRBAs
  • Member contributions – cash or in-specie (coming soon)
  • Audit confirmation of benefits paid
  • Certificate of Complying Status
  • Trustee Consent – Director
  • Trustee Consent – Individual
  • Winding up a SMSF Minutes

Membership level & PAYG optionThese documents inclusive of the Gold & Silver memberships and available on a PAYG basis for all other membership levels.