Deeds
| Superannuation Fund Establishment | $234 | $374 |
| Superannuation Fund Deed Variation | N/A | $374 |
| Subsequent update | $165 | $198 |
| Annual update | $99 | $132 |
Pensions
| Account Based Pension | $165 | $374 |
| Transition to Retirement Pension | $165 | $374 |
| Commutation and commencement of a pension | $165 | $374 |
Superannuation Fund Borrowing Documents
| Establishing the Security Trust (Deed of Declaration of Trust and accompanying minutes of meeting and preparing Statutory Declaration and lodging the Declaration of Trust with the State Revenue Office) – Victoria only | $2,200 |
| Establishing the Security Trust (Deed of Declaration of Trust and accompanying minutes) – other states | POA |
Change of trustee – superannuation fund
| Change of Superannuation Fund Trustee | $330 |
| Change of Fund Trustee and Deed of Variation | $467 |
Death benefit nominations
| Binding Death Benefit Nomination and Trustee Acceptance | $550 (inc. GST) |
| Non-binding Death Benefit Nomination | $330 (inc. GST) |
Trusts
| Discretionary Trust | $440 (inc. GST) | $460 (inc. GST) |
| Unit Trust | $550 (inc. GST) | $570 (inc. GST) |
Company
| Private Company - Pty Ltd | $1,013* (includes ASIC registration fee, agents fee and GST and electronic company register - $763) |
| Public Company Limited by Shares | $2,200* (includes ASIC registration fee, agents fee and GST and electronic company register - $1,071) |
| Public Company Limited by Guarantee | $2,200 to $3,300** (includes ASIC registration fee, agents fee and GST and electronic company register - $969) |
| New Company Constitution (Proprietary Limited Company) Enabling Sole Directors/Secretary | $550 (inc. GST) |
Unit Partnerships
| Unit Partnership | $2,200 - $3,300** (inc. GST). |
Agreements
| Division 7A Loan Agreements | $440 (inc. GST) |
| Division 7A UPE PSLA 2010/3 Sub Trust Loan | $440 (inc. GST) |
| Debit/Credit Loan Agreement | $660 (inc. GST) |
| Deed of Acknowledgement of Debt | $150 (inc. GST) |
| Tax Sharing Agreement | POA |
| Indirect Tax Sharing Agreement | POA |
| Tax Funding Agreement | POA |
* Fees may vary, depending on individual circumstances.
** Given the potential drafting complexity, depending on individual circumstances, a more precise cost estimate will be provided after we receive further information.
Please note that payment is required in advance for all superannuation fund documents.