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.
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.
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 contents of the package will vary depending on the requested changes.
Cost will depend on service requested. Please contact Heffron at clientsupport@heffron.com.au to obtain a quote.
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.
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.
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.
Please 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.
Heffron can provide death benefit nomination templates for all Funds on the Heffron 3.0+ deed rules. To request a template, please contact clientsupport@heffron.com.au.
Unfortunately, for funds not on Heffron 3.0+ deed rules, you will need to complete a Trust Deed amendment (cost from $440) to receive the templates.
Heffron prepares the documentation to register the self-managed superannuation fund for ROPS. This includes completing and lodging the Overseas Pension Scheme Notification form together with the current SMSF Trust Deed, 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.
Where a director chooses 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.
Where Heffron is the ASIC agent, we will also notify ASIC of the change.
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.
A fund can nominate an alternate director of the company to act as the trustee of the self managed superannuation fund for a period of time.
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.
When a relationship breaks down and superannuation balance(s) are to be split under the Family Law Act, obtaining a court order or superannuation agreement is just the start of the process.
In an SMSF, both the trustee and the “recipient” member need to prepare certain documents and do certain things in order to effect the split of the superannuation balance(s) and to comply with the superannuation law.
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 at an hourly rate of $605 (incl GST).
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