Death Benefit Account Based Pension
$330
Heffron prepares the documentation required to record the payment of a death benefit account-based pension for the beneficiary of a deceased member in an SMSF. As part of this service, we prepare all relevant resolutions and letters.
Death Benefit Lump Sum
$330
Heffron 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
$770
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 from Cooper Grace Ward Lawyers.
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 Cooper Grace Ward.
Contact Heffron at documentservices@heffron.com.au to obtain a quote.
Acknowledgement of Pension Reversion
$220
Where the Member of an SMSF who had a reversionary pension has died, Heffron prepares the document to record the reversion of their pension to the nominated reversionary pensioner. As part of this service, we prepare all relevant resolutions and letters.
