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.
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.
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
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.
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 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.
SMSF Gearing Guide
Guide to SMSF Borrowing - Volume I - Basic Issues
Guide to SMSF Borrowing - Volume II - Advanced Issues
Guide to SMSF Borrowing - Volumes I & II
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.
SMSF Property Transfers
Once there has been a change in the trustees of an SMSF, the Australian Taxation Office (“ATO”) requires all fund assets to be held in the name of the new trustee, including all individual trustees.
Change of Fund Name
This Document pack provides the relevant documents to change the name of an SMSF.
Change of SMSF Trustee
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
Enduring Power of Attorney and SMSF Replacement Trustee Documents
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 - $750.00
SMSF Acquiring Property with Stamp Duty Concession
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