Trust Deed Amendment
$715
Review of the SMSF's current deed/rules to identify who has the power to amend the rules and how such amendment must be done. Includes the preparation of appropriate documentation to facilitate the amendment.
Discounts available for Heffron administration clients.
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.
Changes to Fund Associates
Price on request
Add or remove a member, director, or shareholder 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.
Cost dependant on service requested. Contact Heffron to obtain a quote at documentservices@heffron.com.au
Limited Recourse Borrowing Arrangement – Third Party
$2090
Heffron arranges the preparation of the documents to legally implement a borrowing structure, within a self managed superannuation fund where funding is provided to the SMSF in the form of a Limited Recourse Borrowing Arrangement.
The legal documentation will be prepared in conjunction with a specialist lawyer from Long Saad Woodbridge Lawyers.
Limited Recourse Borrowing Arrangement – Related Party
$2750
Heffron arranges the preparation of the documents to legally implement a borrowing structure, within a self managed superannuation fund where funding is provided to the SMSF in the form of a Limited Recourse Borrowing Arrangement and Bare trust documents.
The legal documentation will be prepared in conjunction with a specialist lawyer from Long Saad Woodbridge Lawyers.
Related Party Mortgage documents
$3190
Heffron arranges the preparation of the documents for the related party mortgage required.
The legal documentation will be prepared in conjunction with a specialist lawyer from Long Saad Woodbridge Lawyers.
Note that the cost listed does not include the mortgage registration fee. Please contact the appropriate office of State Revenue to discuss the registration fees.
Recognised Overseas Pension Scheme (ROPS) Registration
$715
Heffron prepares the documentation to register the self-managed superannuation fund for ROPS.
This includes completing and lodging the required documents with HM Revenue & Customs on behalf of the SMSF Trustee.
A Trust Deed Amendment may be required to satisfy the definition of a Recognised Overseas Pension Scheme – this can be prepared by Heffron at an additional cost.
Company Constitution Upgrade
$330
Where shareholders choose to change the purpose of a company, update the constitution, or replace a lost one, the documentation to upgrade the company's constitution will be prepared.
The legal documentation will be prepared in conjunction with a specialist lawyer from Cooper Grace Ward.
Company Establishment
$1,007
Heffron organises all relevant documentation required to establish a new Private Pty Ltd or SMSF Special Purpose company on your behalf and registers the company with ASIC.
The legal documentation will be prepared in conjunction with a specialist lawyer from Cooper Grace Ward.
Alternate Director
$330
A company director can nominate someone under an Enduring Power of Attorney to act as alternate director for them for a period of time. As part of this service, Heffron arranges the preparation of the required documents for this appointment.
The legal documentation will be prepared in conjunction with a specialist lawyer from Cooper Grace Ward.
Change of Fund Name
$715
The SMSF's current deed/rules will be reviewed to identify how to effect a change to the SMSF's name. Heffron prepares the appropriate documentation to effect the name change. This can be completed in conjunction with an amendment of the rules of the SMSF at no additional cost.
Discounts available for Heffron administration clients.
Change of Company Name
$330
Heffron arranges the preparation of the documents for the change of company name. The legal documentation will be prepared in conjunction with a specialist lawyer from Cooper Grace Ward Lawyers.
Please note that the cost listed does not include the ASIC fees for changing the name of the company. Please see the ASIC website for the current fees.
Relationship breakdown – Payment split
$605/hr
When a relationship breaks down and superannuation balance(s) are to be split, obtaining a court order or superannuation agreement is just the start of the process.
In an SMSF, certain documents need to be prepared and certain things done to effect the split and to comply with the laws.
As part of this service, Heffron prepares the relevant documents (ie various notices required under superannuation law and trustee minutes) in order to formalise the split of the superannuation balance(s).
We charge on a time-cost basis for the documentation.
Investment Strategy
$33/user/month
The superannuation law requires SMSF trustees to “formulate, regularly review and give effect to” an investment strategy for the fund.
Self-generate an unlimited number of compliant Investment Strategy, Investment Strategy Review documentation in the Base Tier of the Super Toolkit.
No lock in period, unsubscribe at any time.
