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SMSF Investment decision tree

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What we offer
SMSF toolkit
SMSF toolkits
Investment strategy
SMSF Investment decision tree

What we offer

SMSF services

SMSF borrowing

SMSF documentation

SMSF toolkit

Companies | trusts

Estate planning

Probate | administration

SMSF Investment decision tree

SMSF Investment decision tree

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SMSF deeds | update

Establishment of new SMSF trust deed - individual
Establishment of new SMSF trust deed - corporate
Standard conversion (no legal review)
Premium conversion (full legal review)
SMSF conversion + company establishment + change of trustee | change to member
SMSF conversion + company establishment + change of trustee | no change of member
SMSF lost deed/s
Enduring Power of Attorney | replacement trustee
Change of fund name
SMSF bulk fund conversion

SMSF transactions - advice | tailoring

Superannuation advice
Complex change of trustee(s)/member(s)
In-specie benefit payments
In-specie contributions
SMSF annual audit compliance advice and documentation
SMSF death benefit planning
SMSF related party transactions
Superannuation law compliance advice

SMSF - Change of trustee

Change of SMSF trustee with change of member
Change of SMSF trustee with no change of member

Companies

Company constitution update
Company establishment | corporate trustee for insurance trust

Pensions

Account based
Transition to retirement
Refresh
Consolidation

Superannuation documentation

Deed of confirmation
Deed of ratification
Deed of rectification
Deed of release
Review existing SMSF deed

SMSF borrowing

Amend an existing deed
Company establishment for holding trust or SMSF
SMSF borrowing pack
Lender requires further tailored changes
Stamping the holding trust deed
Concessional duty applications
SMSF acquiring property with stamp duty concession
Lender requires further tailored changes
Bank documents SMSF compliance report
Change of holding trustee | documentation | implementation | registration| signing

SMSF property acquisition | transfer

SMSF property acquisitions, sales and/or development
Unwinding pack
Unwinding pack and implementation service

Property transfer

SMSF property acquisitions, sales and/or development
Commercial lease | unrelated party
Commercial lease | related party

Trusts

Discretionary trust | Company | stamping
Hybrid trust | Company | stamping
Special disability trust
Unit trust establishment | Company | stamping | 13.22C trust
Convert a unit trust to a 13.22C unit trust SMSF
Convert a unit trust to a fixed trust
Service agreement

Trust advice | amendment

Trust advice
Amend an existing trust deed
Change of name of trust
Change of trustee of a discretionary trust
Change of trustee of a unit trust
Discretionary trust amendment - exclusion of foreign beneficiaries
Discretionary trust streaming amendment (Bamford)
Hybrid trust | exclusion of foreign persons

Trust documentation

Changing appointor(s) of a trust
Nomination of successor appointor
Changing beneficiaries of a trust
Convert a unit trust to a 13.22C
Convert a unit trust to a fixed trust
Declaration of trust
Discretionary trust deed review
Transfer of units
Trust distribution
Winding up a trust
Stamping service for discretionary or unit trust establishment

Estate planning | tailored | Fixed price

Specific estate plan | inc. specific gifts
Standard estate plan
Testamentary trust estate plan
Tailored estate planning | high value/complex estates
Will review
Will update
Enduring powers
Enduring Guardianship
Enduring Power of Attorney
Enduring power of attorney - revocation
Entitlements under a Will

Simple Wills - low cost | no legal review

Estate planning fact find
Ask.Will estate planning client report

Probate | application | administration

Probate application service | advice
Probate | grant and administration
Property transmission
Testamentary trust | advice | establishment
Family provision waiver
Entitlements under a Will

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02 8296 6266
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Technical advisory
Remediation, ratification & rectification
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SUPERCentral's legal requirements in superannuation, estate planning and wealth management services are provided by our associated law firm Townsends Business & Corporate lawyers

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