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Fund establishment
New to self-managed super? We’ve designed a comprehensive kit for any self-managed super fund that is starting out.
$650
Corporate trustee
We can help set up a company to act as trustee of your SMSF or as holding trustee for your borrowing arrangement.
$990
(incl. ASIC fee)
Pension commencement
Heading toward retirement? Commence an account-based, transition to retirement or market linked pension.
$440
to commence
$550 to commute (restart) | $220 for additional commutations
Trust deed upgrade
Ensure your trust deed remains up to date and complies with all current SMSF legislation.
from
$374
*upgrading from a SuperConcepts trust deed
Property borrowing arrangement
A fully integrated, flexible and comprehensive SMSF borrowing arrangement documentation service for property.
from
$880
*commercial lender
Fund restructure
Any changes to your fund (e.g. new fund name, adding or removing trustees, replacing individual trustees with a corporate trustee, etc.) must be properly documented to meet legislative, regulatory and audit requirements.
from
$275
*refer to fee schedule