Superannuation SMSF

Superannuation SMSF

Properly signed and delivered nomination to benefit upon the death of the member of the SMSF.

Members

AUD $11.00

Consent to act as trustee of the SMSF and other declarations necessary when the trustee is an individual.

Members

AUD $5.50

Consent to act as trustee of the SMSF and other declarations necessary when the trustee is a company.

Members

AUD $5.50

Declarations by applicant upon application for membership of the Self Managed Superannuation Fund.

Members

AUD $5.50

Trust Deed establishing a self-managed superannuation fund in the State of Tasmania.

Members

AUD $110.00

Consent to Act As Trustee of an SMSF.

Members

AUD $5.50

A form for obtaining the Tax File Number (TFN) from a trustee.

Free

AUD $0.00

The minutes of the first meeting of the trustees.

Members

AUD $11.00

Details of the Member's Tax File Number and details of the Member's employer and the employee's employment details.

Members

AUD $5.50

Minutes of the meeting of the trustees who adopt the investment strategy.

Members

AUD $11.00

Trust Deed establishing a self-managed superannuation fund in the State of Queensland for a couple.

Members

AUD $110.00

A print out version for use by the Trustees upon set up.

Free

AUD $0.00

All the documents you need to set up your Self-Managed Superannuation Fund (SMSF), including minutes, investment strategy, registers and ATO forms, etc.

Request

AUD $127.00

A form for obtaining the Tax File Number (TFN) from a member.

Free

AUD $0.00

Request

AUD $0.00

A register containing current details of the member and recording the contributions to the fund made on behalf of the member.

Members

AUD $5.50

More detailed version of Investment Strategy for the SMSF.

Members

AUD $33.00

Trust Deed establishing a multi member SMSF in the State of Queensland.

Members

AUD $110.00

Trust Deed establishing a multi member SMSF in the State of Tasmania.

Members

AUD $110.00

Trust Deed establishing a self-managed superannuation fund in the State of Tasmania for a couple.

Members

AUD $110.00

Auditor engagement letter.

Members

AUD $500.00

A letter to the employee's paymaster making arrangements for employer contributions into the SMSF Superannuation Fund.

Members

AUD $5.50

Trust Deed establishing a One person SMSF in the State/Territory of NSW, Vic., SA, WA, NT, ACT.

Members

AUD $110.00

Short version of the Investment Strategy for the SMSF.

Members

AUD $5.50

Trust Deed establishing a self-managed superannuation fund in the State/Territory of NSW, Vic., SA, WA, NT, ACT. for a couple (two member SMSF).

Members

AUD $110.00

Trust Deed establishing a single member SMSF in the State of Queensland.

Members

AUD $110.00

A report prepared by the independent auditor to accompany the annual financial statements for a self managed superannuation fund (SMSF).

Members

AUD $11.00

Trust Deed establishing a self-managed superannuation fund in the State/Territory of NSW, Vic., SA, WA, NT, ACT, for up to four persons.

Members

AUD $110.00

Letter from the Trustee to the Member's existing super fund requesting funds to be transferred to the new SMSF.

Members

AUD $33.00