WE. SMSF
Part of the Wealth Effect Group of Companies
Contact
1300 459 101
Professional Document Services
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.
Fund Establishment – Documents only
$595
WE SMSF will prepare all documentation required to establish a new self‑managed superannuation fund, including:
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the trust deed
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member application forms
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the Product Disclosure Statement (PDS)
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trustee declarations
Please note: This service does not include reviewing documents for correct execution, nor does it include applying for the fund’s ABN or TFN.
Fund Establishment – Documents & ATO Registrations
$695
WE SMSF will prepare all documentation required to establish a new self‑managed superannuation fund.
This service includes:
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a full review of all documents to ensure correct execution
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lodging applications for the fund’s ABN and TFN
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returning all hard‑copy documents in a professionally presented binder for your records
Fund Establishment for WE SMF Administration
$550
WE SMSF will prepare all documentation required to establish and administer your new self‑managed superannuation fund.
This service includes:
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reviewing all documents to ensure they are correctly executed [RE: SMSF Admin Costs
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applying for the fund’s ABN and TFN
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returning all hard‑copy documents in a professionally presented binder for your records
Company Establishment
$1,000
WE SMSF manages all necessary documentation to establish a new Private Pty Ltd or SMSF Special Purpose company on your behalf and completes the ASIC registration process.
All legal documentation is prepared in collaboration with a specialist lawyer from Abbott & Morely, ensuring compliance and accuracy throughout the establishment process.
Investment Strategy – Base Tier
$150 per Strategy
Superannuation law requires SMSF trustees to “formulate, regularly review, and give effect to” an investment strategy that reflects the fund’s overall circumstances and objectives.
Order now to create a tailored investment strategy for your client—clearly documented to satisfy both auditor expectations and ATO compliance requirements
Recognised Overseas Pension Scheme (ROPS) Registration
$700
WE SMSF prepares all required documentation to register the self‑managed superannuation fund for ROPS.
This service includes completing and lodging the necessary forms with HM Revenue & Customs on behalf of the SMSF Trustee.
To ensure the correct documents are prepared, please submit this form to your relationship manager before completing the Fund Establishment Form—or immediately afterward if prior submission isn’t possible.
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
