Price List

Deeds​

​

Superannuation Fund Establishment

   $400​

Superannuation Fund Deed Variation​

   $440​

Bulk Superannuation Fund variations (10+)​

   POA​

Superannuation Fund Borrowing Documents​

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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

   $2,640

Establishing the Security Trust
(Deed of Declaration of Trust and accompanying minutes) - other states 

   POA

Pensions​

​

Account Based Pension​

   $330 ​

Transition to Retirement Pension

   $330 ​​

Commutation of an existing pension and commencement of a new pension​

   $330​

Bulk pension orders (10+)

   POA​

Change of Trustee​

​

Change of Superannuation Fund Trustee

   $550​​

Change of Fund Trustee and Deed of Variation​

   $880​

Death benefit nominations

​

Binding Death Benefit Nomination​

   $120​

Non-binding Death Benefit Nomination​

   $120​

Trusts

​

Discretionary Trust​

​   $440

Unit Trust

​   $550

Company​

​

Company Incorporation​

​   *

Proprietary Limited Company
 

​   $900
   (ASIC registration fee and agent's fee included)

Public Company Limited by Shares
​

   $2,200
   (ASIC registration fee and agent's fee included)​

Public Company Limited by Guarantee​
 

   $2,200 to $3,300** 
   (ASIC registration fee and agent's fee included)​

New Company Constitution (Proprietary Limited Company)
 Enabling Sole Directors/Secretary​

   $440​

Unit Partnership

​

Unit Partnership​

   $2,200 - $3,300** ​

Agreements​

​

Division 7A Loan Agreements​

   $440​

Division 7A UPE PSLA 2010/3 Sub Trust Loan

   $440​

Debit/Credit Loan Agreement​

   $660​

Deed of Acknowledgement of Debt​

​   $150

Tax Sharing Agreement

Single

Multiple​

 

   $4,400

   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 contact Tess Lynch on +61 3 9603 3491 for further information.


Please note that payment is required in advance for all superannuation fund documents.

 

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