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SMSF Documentation Services

Need help with a single SMSF service? Tap into our comprehensive suite of documentation services.

Flexible enough for you to pick and choose - from $485

We offer a comprehensive suite of documentation services, designed to help you establish and manage your SMSF and to keep it legally compliant.

Fund establishment

New to self-managed super? We’ve designed a comprehensive kit for any self-managed super fund that is starting out.
$485
Download & edit

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)
Download & edit

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
Download & Edit

Trust deed upgrade

Ensure your trust deed remains up to date and complies with all current SMSF legislation.
from
$350
*upgrading from a SuperConcepts trust deed
Download & Edit

Property borrowing arrangement

A fully integrated, flexible and comprehensive SMSF borrowing arrangement documentation service for property.

from
$880
*commercial lender
Download & Edit

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.

 

$249
*refer to fee schedule 
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