Deeds

Email only Hard copy
Superannuation Fund Establishment $234 $374
Superannuation Fund Deed Variation N/A $374
Subsequent update $165 $198
Annual update $99 $132

 Pensions

Email only Hard copy
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

Change of Superannuation Fund Trustee $330
Change of Fund Trustee and Deed of Variation $467

Death benefit nominations

Binding Death Benefit Nomination $330 (inc. GST)
Non-binding Death Benefit Nomination $330 (inc. GST)

Trusts

Email only Hard copy
Discretionary Trust $440 (inc. GST) $460 (inc. GST)
Unit Trust $550 (inc. GST) $570 (inc. GST)

Company

Company Incorporation $612 Instant email (TopDocs)  (inc. GST)
$684 Full service (TopDocs)  (ASIC registration fee, agent’s fee included and GST)
Public Company Limited by Shares $2,200 (ASIC registration fee, agent’s fee included and GST)
Public Company Limited by Guarantee $2,200 to $3,300**(ASIC registration fee, agent’s fee included and GST)
New Company Constitution (Proprietary Limited Company)Enabling Sole Directors/Secretary $480 (inc. GST)

Unit Partnership

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.