WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
Professional Document Services
Fund Establishment- All Prices inc GST
WE.
Trust Deed Amendment
$700
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Review of the SMSF trust deed and governing rules to determine who holds the authority to amend the deed, and the formal process required to effect any amendment. This includes preparing all necessary documentation to implement the changes.
Discounted rates apply for We SMSF administration clients.
Change of Trustee
$740
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The Fund’s existing trust deed will be reviewed to identify the proper process for effecting a change of trustee before preparing the documentation required to formalise that change.
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While the precise contents will depend on the requirements set out in the Trust Deed and Governing Rules, the package will in all cases include a Change of Trustee Deed. All legal documents will be prepared in collaboration with a specialist lawyer from Abbot & Morley.
Changes to Fund Associates
Price on request
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Add or remove a member, director, or shareholder from the SMSF/Corporate Trustee company. As part of this service, the various Notices, Applications, Consents and Minutes required to record the changes will be prepared.
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The legal documentation will be prepared in conjunction with a specialist lawyer from Abbot & Morley.
Cost depends on the service requested. Contact us to obtain a quote at documentservices@wesmsf.com.au
Limited Recourse Borrowing Arrangement – Third Party
$2,000
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WE SMSFarranges the preparation of the documents to legally implement a borrowing structure, within a self managed superannuation fund where funding is provided to the SMSF in the form of a Limited Recourse Borrowing Arrangement.
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The legal documentation will be prepared in conjunction with a specialist lawyer - Abbot & Morley.
Limited Recourse Borrowing Arrangement – Related Party
$2,550
WE SMSFarranges the preparation of the documents to legally implement a borrowing structure, within a self managed superannuation fund where funding is provided to the SMSF in the form of a Limited Recourse Borrowing Arrangement.
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The legal documentation will be prepared in conjunction with a specialist lawyer - Abbot & Morley.
Related Party Mortgage documents
$3,000
WE SMSF arranges the preparation of the documents for the related party mortgage required.
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The legal documentation will be prepared in conjunction with a specialist lawyer from Abbot & Morely Lawyers.
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Note that the cost listed does not include the mortgage registration fee. Please contact the appropriate office of State Revenue to discuss the registration fees.
Recognised Overseas Pension Scheme (ROPS) Registration
$700
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WE SMSF prepares the documentation to register the self-managed superannuation fund for ROPS.
This includes completing and lodging the required documents with HM Revenue & Customs on behalf of the SMSF Trustee.
A Trust Deed Amendment may be required to satisfy the definition of a Recognised Overseas Pension Scheme – this can be prepared by Heffron at an additional cost.
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Company Constitution Upgrade
$300
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Where shareholders choose to change the purpose of a company, update the constitution, or replace a lost one, the documentation to upgrade the company's constitution will be prepared.
The legal documentation will be prepared in conjunction with a specialist lawyer Abbot & Morley.
Company Establishment
$1,000
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WE SMSF organises all relevant documentation required to establish a new Private Pty Ltd or SMSF Special Purpose company on your behalf and registers the company with ASIC.
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The legal documentation will be prepared in conjunction with a specialist lawyer from Abbot & Morley.
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Alternate Director
$300
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A company director can nominate someone under an Enduring Power of Attorney to act as alternate director for them for a period of time. As part of this service, Heffron arranges the preparation of the required documents for this appointment.
The legal documentation will be prepared in conjunction with a specialist lawyer - Abbot & Morley
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Change of Fund Name
$700
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The SMSF's current deed/rules will be reviewed to identify how to effect a change to the SMSF's name. WE SMSF prepares the appropriate documentation to effect the name change. This can be completed in conjunction with an amendment of the rules of the SMSF at no additional cost.
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Discounts available for WE SMSF administration clients.
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Discount available for WE SMSF adminstration clients
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Change of Company Name
$475
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WE SMSF arranges the preparation of the documents for the change of company name. The legal documentation will be prepared in conjunction with a specialist lawyer from Abbot & Morley Lawyers.
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Please note that the cost listed does not include the ASIC fees for changing the name of the company. Please see the ASIC website for the current fees.
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Relationship breakdown – Payment split
$575
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When a relationship breaks down and superannuation balances need to be split, obtaining a court order or superannuation agreement is only the beginning.
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Within an SMSF, specific documents must be prepared and certain steps taken to give effect to the split and ensure full compliance with superannuation law.
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As part of this service, we prepare all required documentation — including the notices prescribed under superannuation legislation and the trustee minutes needed to formally implement the split.
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Our fees for this work are charged on a time‑cost basis
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As a registered tax agent, WE SMSF has a range of responsibilities and obligations under the Tax Practitioners Board’s (TPB) Code of Professional Conduct and also under taxation law. To assist in understanding your obligations as a taxpayer as well as WE SMSF’s obligations as a registered tax agent, the TPB has prepared an Information for Client Factsheet. The factsheet includes details of how you can search the TPB’s register of tax agents and, where relevant, how you can make a complaint to the TPB about a tax agent service we have provided.
WE. Better Smarter Together
LOCATIONS
MELBOUNRE - Scottish House 90 William Street, Melbourne, VIC, 3000
GOLD COAST - Level 3/209 Robina Town Centre Dr, Robina Queensland 4226
CONTACT
Phone: 1300 459 101
