$110
A SMSF is an effective tax and superannuation structure. In order to establish a SMSF – the first step is to have a trustee. It is highly recommended to have a special purpose SMSF corporate trustee. If you want to put in place a special purpose corporate trustee then YOU MUST DO THIS FIRST before establishing the SMSF. This product supports Individual Members not Corporate Trustee.
$899
A SMSF is an effective tax and superannuation structure. In order to establish a SMSF – the first step is to have a trustee. This product if for a special purpose SMSF corporate trustee. The purpose of this product is to put in place a special purpose corporate trustee then and establish the SMSF. This product supports Corporate Trustee for both please see the package: SMSF Establishment – Corporate Trustee.
$110
The governing rules of a super fund should be regularly upgraded to take advantage of various changes and options. In doing so great care must be taken to ensure that the variation is in accordance with the existing trust deed’s requirement for changing the rules which may require a Principal’s or Trustee’s consent. If the deed is not varied in line with the formula in the trust deed then a new trust is created and there will be a capital gains tax and stamp duty liability.
$110
A Trustee of a SMSF may borrow to acquire a single acquirable asset such as residential or commercial property. It may also borrow to acquire a collection of same assets such as shares or managed funds with the same rights and market value. However with a collection the Trustee must acquire the shares or managed funds at the same time and the same price and also sell at the same time.
In order to enter into a borrowing arrangement it must be completed via a Holding Trust as the Trustee cannot borrow directly.
$150
It is a requirement of the superannuation laws that a fund has a written investment strategy which considers the risks of acquiring and holding an asset, considering the cash flow requirements of the fund and also the insurance needs of the members of the fund. This document is a detailed investment strategy for clients.
$110
This document is for the preparation of a very basic planned transfer of superannuation benefits from a deceased member’s account to a dependent or their legal estate. The document is binding upon the Trustee of the Fund and remains in force until the member decides to change the Binding Death Benefit Nomination. As it is binding great care needs to be taken to ensure the Trustee and members understand what is required as it will also bind future Trustees.