Change of Fund Name

This Document pack provides the relevant documents to change the name of an SMSF.

$192.50

Change of SMSF Trustees or Members

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 effect and record the change.

$385.00 - $495.00

Concessional Transfers into Super

The following states offer concessional duty on transfers of business real property from a member into their SMSF, including NSW (s62A), WA (s122) and VIC (s41).

$1,485.00 - $2,640.00

Enduring Power of Attorney

An Enduring Power of Attorney is a document that enables SMSF members to appoint a legal personal representative to act as the trustee or as a director of a corporate trustee in their place while they remain a member of the fund. From $550 to $750

$550.00 - $750

Pensions

For all the necessary documentation required when starting an Account Based or Transition to Retirement Pension, and refreshing pre-existing pensions and consolidating multiple pensions.

This e-Form allows you to order pension documents for one member only. If you would like to order a pension for a second member, please submit completed instructions again.

$385.00

SMSF Deeds

Bulk update program

To ensure that all your SMSF funds are fully SIS compliant, or to update a number of funds from an individual SMSF structure to corporate, your firm may wish to use our special bulk update services.

POA

Convert individual SMSF to a corporate trustee (CCC)

To minimise compliance penalties under the new ATO Penalties Regime, to convert an individual SMSF to a corporate structure, including company establishment, change of trustee and premium or standard conversion deed in just one easy online form with a substantial bundled product rebate.

$1,057.05 - $1,391.45

Optional Update

Townsends Lawyers SMSF Deed is updated annually so you have the option of choosing to update the fund's governing rules at a time to suit your client's needs.

Update Now

$275.00

SMSF Deeds

Townsends Lawyers SMSF Deed provides all the documents you need to set up a new SMSF or convert your existing SMSF Trust Deed by using our specially priced conversion service.

New SMSF Deed
Conversion Deed - Standard
Conversion Deed - Premium

$374.00 - $1104.00

SMSF Gearing

SMSF Gearing

SMSF borrowing requires expert attention to detail. For all the necessary advice and documentation required for a successful SMSF gearing, and to order the needed components from our full suite of gearing services, use this online form.

POA

SMSF Gearing Guide

Guide to SMSF Borrowing - Volume I - Basic Issues $77.00 Guide to SMSF Borrowing - Volume II - Advanced Issues $99.00 Guide to SMSF Borrowing - Volumes I & II

Order Online

$132.00

SMSF Gearing Unwinding

This document pack assists with the concessional transfer of the asset in a SMSF Gearing transaction back into the super fund upon repayment of the loan. Additional implementation service (NSW only) also available to streamline the process.

$825.00