EFORMS
Account Based Pension
All the documents your SMSF needs to start an Account Based Pension, including:
> Draft Pension Product Disclosure Statement
> Trustee Resolutions
> Member Application
> Pension Agreement
After Signing SUPERCentral Deed - $220.00
Before Signing SUPERCentral Deed - $385.00
Non SUPERCentral Deed - $385.00
Instruction Sheet
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Change of SMSF Trustee with No Change of Member
Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change:
> Member Application
> Product Disclosure Statement
> Letter of Advice & Explanation
> Trustee Minutes
> Deed of Change of Trustee
> ATO Form - Change of Details (pre-populated)
> ATO Form - Trustee Declaration (pre-populated)
SUPERCentral Deed - $192.50
Non SUPERCentral Deed - $385.00
Instruction Sheet
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Change of SMSF Trustee - With Change of Member
Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change:
> Letter of Advice & Explanation
> Trustee Minutes
> Deed of Change of Trustee
> ATO Form - Change of Details (pre-populated)
> ATO Form - Trustee Declaration (pre-populated)
SUPERCentral Deed - $302.50
Non SUPERCentral Deed - $495.00
Instruction Sheet
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Discretionary Trust
Still one of the most popular structures for asset protection, tax planning, income smoothing and wealth transfer. Documentation required for your Discretionary Trust:
> Deed
> Completion Instructions
> Consents
> Minutes
> Draft letter to Stamp Authority
> Owners Manual - How to use and operate your Discretionary Trust
$385.00
Instruction Sheet
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Hybrid Trust
They have their critics but Hybrid Trusts continue to be popular. For all of the necessary documents to start a Hybrid Trust along with advice on the traps of using a Hybrid Trust.
> Letter of Explanation
> Trust Deed
> Application for Units
> Unit Certificates
> Trustee Resolutions
> Letter to Stamping Authority
$550.00
Instruction Sheet
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Unit Trust
Documentation required to set up a Unit Trust:
> Letter of Explanation
> Trust Deed
> Application for Units
> Unit Certificates
> Trustee Resolutions
> Letter to Stamping Authority
$385.00
Instruction Sheet
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Transition to Retirement Pension - After Signing SUPERCentral Deed
Access this very popular pension strategy by starting a Transition to Retirement Pension with a commencement date after signing a SUPERCentral Deed:
> Draft pension Product Disclosure Statement
> Trustee Resolutions
> Member Application
> Pension Agreement
After Signing SUPERCentral Deed - $220.00
Before Signing SUPERCentral Deed - $385.00
Non SUPERCentral Deed - $385.00
Instruction Sheet
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New Company Establishment
If you need to order a new company let us take care of the details, simply fill in the instruction sheet below:
For electronic copy - $590.00
For hard copy - $690.00
Instruction Sheet
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TO ORDER:
> Download eFORM Instruction Sheet
> Choose your payment option
> Send completed eFORM Instruction sheet to:
> Fax: (02) 8296 6200 or Email: info@townsendslaw.com.au
> TOWNSENDS BUSINESS & CORPORATE LAWYERS, Level 9, 65 York Street, Sydney NSW 2000
> Your documents will be emailed to you within 72 hours of receipt
For further information or assistance please call (02) 8296 6222 |
