Price list – PAYG documents
The table below outlines the price list for the SMSF legal, pension and compliance documents available on a Pay-As-You-Go (PAYG) basis.
| Document Type | Type | Amount ($) | Action |
|---|---|---|---|
| Fund Member’s Guardian | Estate Planning | $330 | Create New |
| SMSF Establishment | Legal | $220 | Create New |
| SMSF Change of Trustee | Legal | $330 | Create New |
| SMSF Borrowing | Legal | $880 | Create New |
| SMSF Change of Name | Legal | $330 | Create New |
| Company Incorporation (Trading) | Legal | $634 | Create New |
| Company Incorporation (Special Purpose) | Legal | $689 | Create New |
| In-House Asset Loan Agreement | Legal | $330 | Create New |
| Add Non-Lapsing BDBN as a Paramount Document | Legal | $99 | Create New |
| Replacement of Company Constitution to Special-purpose SMSF Constitution | Legal | $330 | Create New |
| Deed of Debt Forgiveness | Legal | $330 | coming soon |
| LRBA Refinance | Legal | $660 | Create New |
| SMSF Deed Upgrade | Legal | $330 | Create New |
| Death Benefit Nomination | Legal | $165 | Create New |
| Partial Commutation | Pension | $165 | Create New |
| TRIS in Retirement Phase | Pension | $99 | Create New |
| Add or Remove Reversionary Beneficiary | Pension | $99 | Create New |
| Pension Commencement | Pension | $198 | Create New |
| Convert TRIS to ABP | Pension | $132 | Create New |
| Transfer Balance Cap - Partial Commutation | Pension | $132 | Create New |
| Transfer Balance Cap - Full Commutation | Pension | $132 | Create New |
| Add ABP as Special Rule of the Fund | Pension | $99 | Create New |
| Pension Rollback to Accumulation | Pension | $165 | Create New |
| Regulation 995-1.03 TRIS election | Pension | $220 | Create New |
| Minimum pension shortfall (GPA concession) | Pension | $99 | Coming soon |
| Lump Sum | Pension | $99 | Create New |
| Investment Strategy | Tax & Compliance | $165 | Create New |
| Contribution reserving - non-concessional | Tax & Compliance | $165 | Create New |
| Certificate of Complying Status | Tax & Compliance | $55 | Create New |
| Trustee consent - Individual | Tax & Compliance | $55 | Create New |
| Trustee consent - Director | Tax & Compliance | $55 | Create New |
| Sell an asset | Tax & Compliance | $55 | Create New |
| Wind up SMSF | Tax & Compliance | $220 | Create New |
| Contribution reserving - concessional | Tax & Compliance | $165 | Create New |
| Met condition of release | Tax & Compliance | $55 | Create New |
| Satisfy work test | Tax & Compliance | $55 | Create New |
| Change allocation of investment strategy | Tax & Compliance | $55 | Create New |
| Acquire an asset | Tax & Compliance | $55 | Create New |
| Lost Pension Deed (Affirmation & Confirmation) | $220 | Create New |