top of page
shutterstock_2129744507.jpg
Professional Document Services - Dealing with Death.
Fund Establishment- All Prices inc GST

WE.

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.

Death Benefit Account Based Pension

$300

​

We prepare all documentation required to record the payment of a death benefit account‑based pension for the beneficiary of a deceased SMSF member. As part of this service, we prepare all necessary resolutions and correspondence.

Death Benefit Lump Sum

$300


WE SMSF prepares the documentation required to record the payment of a lump sum death benefit for the beneficiary of a deceased member in an SMSF. As part of this service, we prepare all relevant resolutions and letters.

Change of Trustee

$700

 

The SMSF's current deed will be reviewed to determine how the change of trustee can be made before preparing the required documentation to record the change. Depending on the requirements in the Fund’s Trust Deed/Governing Rules, the contents may vary.

However, in all instances the package will contain a Change of Trustee Deed. The legal documentation will be prepared in conjunction with a specialist lawyer Abbot & Morley

Changes to Fund Associates

Price on request

​

When a member, director, or shareholder is added or removed 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.

The legal documentation will be prepared in conjunction with a specialist lawyer from Abbot & Morley

 

Contact US at documentservices@wesmsf.com.au to obtain a quote.

Acknowledgement of Pension Reversion

$180 

 

Where the Member of an SMSF who had a reversionary pension has died, WE. prepare the documents to record the reversion of their pension to the nominated reversionary pensioner.

 

As part of this service, we prepare all relevant resolutions and letters.

shutterstock_2473320393.jpg

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 

WE. Better Smarter Together 

Pop in your details and we'll contact you.

Success! Message received.

Phone: 1300 459 101

  • Wealth Effect Group

admin@wealtheffect.com.au  |  274 Simpson Road, Currumbin Waters, Queensland 4223 |   Level 4, 90 Williams Street, Melburne VIC 3000

WE. SMSF

WE SMSF part of The Wealth Effect Group

 

SMSF ADVICE BY

 Wealth Effect Group (CAR 424768) are authorized representatives of Boston Reed AFSL 225738 ABN 89 091 004 885”

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Boston Reed Limited complies with the Privacy Act 1988.

1300 459 101

​

LOANS  BY

Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust. ABN: 78 766 858 328  trading as WE Mortgage Solutions as an Authorised Credit Representative of BLSSA Pty Ltd Australian Credit Licence Number 391237,  Authorised Credit Representative :480612.

Privacy Statement

Any advice in this website is of a general nature only and all case studies are for illustrative purposes only. Please seek advice tailored to your own personal circumstances before acting on this information.

bottom of page