SMSF services
Service type
e-doc on demand | digital payg | legal review | complimentary general advice
SMSF borrowing requires expert attention to detail. Townsends provide all the necessary advice and documentation for SMSF gearing. Select only the services you need to easily calculate the total cost of your gearing documentation.
Amending an existing deed
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When the SMSFs trust deed does not provide the necessary powers for a Limited Recourse Borrowing, an amendment to the deed is required.
$POA
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Details Enquiry |
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The terms on which a trust is established and operated can change from time to time to ensure that the trust remains compliant, the trustee is appropriately empowered to manage the trust, and that the ongoing needs of beneficiaries are met.
$POA
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Details Enquiry |
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Townsend's Lawyers prepare the necessary legal documents to validly add, remove or replace trustee(s) of a holding trust to ensure that the change in trustee has been validly effected and recorded.
$550 - Change of holding trustee documentation service
$660 - Implementation service $110 - Registration $220 - Signing Appointment at our office |
Details Order Enquiry |
Company establishment for holding trust or SMSF
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Many trusts and self managed superannuation funds appoint a company, rather than an individual, as the trustee. Our document document pack simplifies the establishment of a company and ensures compliance.
$740 soft copy
$817 hard copy incl. $597 ASIC fee |
Details Order Enquiry |
SMSF borrowing pack
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SMSF borrowing requires expert attention to detail. We provide advice and documentation to improve the borrowing capacity of your client's super fund through SMSF gearing strategies.
$935 - with holding trust deed
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Details Order Enquiry |
Lender requires further tailored changes
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Advice and tailoring when the lender for a SMSF borrowing requires further changes.
$POA
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Details Enquiry |
Stamping the holding trust deed implementation
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Stamping of the holding trust deed for a SMSF borrowing.
$550 - SUPERCentral prepared holding trust deed
$880 - Non - SUPERCentral prepared holding trust deed - for property in NSW and VIC $POA for property in other States |
Details Order Enquiry |
Leasing
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Contains important records evidencing the funds decision and its directions to the holding trustee to lease the property and secure the investment return.
$275
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Details Order Enquiry |
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Depending on the circumstances, there may be particular compliance requirements that are related to the leasing of property between related parties. Our lease pack is flexible enough to accommodate most of these requirements.
$1,375 + disbursements
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Details Order Enquiry |
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Our lease pack for unrelated parties can be used by individuals, companies, trustees, and SMSFs leasing business real property to a related party via a holding trustee.
$2,750 + disbursements
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Details Order Enquiry |
Loan pack
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The SMSF borrowing loan pack contains the agreements and security documents for all parties to a related party loan plus implementation, including registration with state Land Titles registers.
$495 - loan documents
$POA - disbursements |
Details Order Enquiry |
Refinancing pack
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Self managed superannuation funds can, in limited circumstances, borrow money to acquire an investment asset. This refinancing pack contains advice, deed to effect loan, resolutions of each of the parties, some mortgage preparation documents and lodgement.
$POA
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Details Enquiry |
Concessional duty applications
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Residents of NSW, WA and VIC have the opportunity to transfer business real property they hold in their personal name into their SMSF and pay little or no state duty on the transfer to be added.
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan $2,145 - non-SUPERCentral deed without loan $2,640 - non-SUPERCentral deed with loan |
Details Enquiry |
SMSF acquiring property
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We are able to assist you with the documents required by an SMSF to apply for concessional stamp duty under the relevant Duties Act when property is transferred into the fund, either by contribution or purchase, from a member.
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan $2,145 - non-SUPERCentral deed without loan $2,640 - non-SUPERCentral deed with loan |
Details Enquiry |
Bank SMSF compliance report
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When a Trustee borrows from a bank they must be sure that the documents they are asked to sign for the loan are compliant with superannuation law. Review of up to six documents and assistance with 'lawyers opinion' or solicitors certificate.
$825 - review up to 6 documents
$POA - review 6+ documents |
Details Order Enquiry |
Unwinding pack
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Once a super fund’s limited recourse loan is repaid the fund may wish to unwind the arrangement. The fund’s interest in the holding (bare) trust does not become an in house asset merely because the loan has been repaid. There are three choices for the super fund to consider ...
$825 - unwinding pack
$595 - implementation pack + disbursements |
Details Order Enquiry |
Property transfers
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Once there has been a change in the trustee/s of an SMSF the Australian Taxation Office (ATO) requires all fund assets to be held in the name of the new trustee, including all individual trustees.
$880
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Details Order Enquiry |
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Please note: Clients should consider whether this document is suitable for use in respect of NSW property as from 1 July 2022 the document may be subject to ‘ad valorem’ duty levied by Revenue NSW.
$192.50 SC deed
$385 non-SC deed + disbursements |
Details Order Enquiry |
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We are able to assist you with the documents required by an SMSF to apply for concessional stamp duty under the relevant Duties Act when property is transferred into the fund, either by contribution or purchase, from a member.
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan $2,145 - non-SUPERCentral deed without loan $2,640 - non-SUPERCentral deed with loan |
Details Enquiry |