Product Services
SMSF Deed & Update Services
SUPERCentral SMSF Deed & Update Services
Our unique update process reduces compliance risk, with all your SMSFs on the one set of SUPERCentral Governing Rules your firm also gains administration time and opportunity cost savings. You can also update all your SMSF’s to the SUPERCentral system through a simple update process that attracts significant cost savings.
SMSF Deeds
Establishment of a new SMSF deed. First year annual update of $137.50 is included.
New SMSF Deed + Update with Company Establishment
SMSF establishment, company establishment, ABN/TFN set up and CMA in one simple online form. Electronic or hard copy.
SMSF Conversion - Standard & Premium
Our SMSF documentation is provided by the specialist law firm, Townsends Lawyers, and is always of the highest standard.
SMSF Conversion Deed + Change of Trustee + Company Establishment (CCC)
To convert an individual SMSF deed to a corporate structure including company establishment, change of trustee and premium or standard conversion deed in one easy online form, and also receive a substantial 5o% bundled service rebate.
Bulk SMSF Conversion Program
To convert a number of funds to the SUPERCentral system your firm may wish to use our special bulk update service.
SMSF - Lost Deeds
Can’t find an original deed? No problem, call us for an obligation free discussion of SUPERCentral's deed remediation services.
Company Establishment
Whether standard or special purpose, stand-alone or part of a bigger structure the quality of our corporate documents is a given. To order a new company.
SMSF Services
Change of Fund Name
This document pack provides the relevant documents to change the name of an SMSF. Your document pack includes: Resolution to Change the Name of the Fund Deed of Change of Name of Fund
Change of SMSF Trustee
Changing the Trustee of an SMSF is not as simple as it might appear. There are a number of issues to consider and a number of documents needed to properly affect and record the change. SC Member $192.50 Non SC Member $385.00
Enduring Power of Attorney and SMSF Replacement Trustee Documents
An Enduring Power of Attorney is a document that enables SMSF members to appoint a legal personal representative to act as the trustee or as a director of a corporate trustee in their place while they remain a member of the fund.
SMSF Acquiring Property with Stamp Duty Concession
The following States offer concessional duty on transfers of business real property from a member into their SMSF including NSW (s62A), WA (s122) and VIC (s41).
SMSF Gearing
SMSF Gearing
SUPERCentral can provide you with all the necessary documentation and advice for SMSF gearing. Our extensive range of services includes SMSF gearing, concessional related property transfers, leasing, loan and refinancing services.
SMSF Acquiring Property with Stamp Duty Concession
The following States offer concessional duty on transfers of business real property from a member into their SMSF including NSW (s62A), WA (s122) and VIC (s41).
SMSF Gearing Unwinding
This document package assists with the concessional transfer of the asset in a SMSF Gearing transaction back into the super fund upon repayment of the loan. Additional implementation service is also available (NSW only) to streamline the process.
Two Indispensable e-Guides to SMSF Borrowing
The Townsend's Guides to SMSF Borrowing provide accountants and financial planners with an indispensible roadmap that clearly outlines the fundamental principles of an SMSF Gearing.
SMSF Property Transfers
Change of Trustee Implementation
Once there has been a change in the trustees of an SMSF, the Australian Taxation Office (“ATO”) requires all fund assets to be held in the name of the new trustee, including all individual trustees.Trusts
SUPERCentral Trust Services
We offer a comprehensive range of trust establishment documentation and advice services to suit your client’s specific requirements. We also assist with reviews, amendments and administrative changes.
Change of Name of Trust
This Document pack provides the relevant documents to change the name of a trust, whether a family trust, discretionary trust, unit trust, testamentary trust, or a hybrid trust. It is not suitable for the change of name of a superannuation fund which can be ordered here.
Discretionary Trust Establishment
Still one of the most popular structures for asset protection, tax planning, income smoothing and wealth transfer.
Hybrid Trust Establishment
They have their critics but Hybrid Trusts continue to be popular. For all of the necessary documents to start a Hybrid Trust along with advice on the traps of using a Hybrid Trust.
Discretionary Trust Streaming Amendment
The Discretionary Trust Streaming Amendment pack is designed for use when a trust has made a capital gain or is in receipt of franked dividends.
Service Agreement
A Service Agreement is an agreement between a discretionary trust as the operator of a professional practice and the professional conducting the practice.
Unit Trust Establishment
For all the benefits of a trust structure with the certainties of a company, a Unit Trust may be just the thing.
Variation of Trust - Exclusion of Foreign Persons
Trusts that hold or intend to hold residential property in New South Wales, Victoria and Queensland may be liable to surcharge land tax and/or surcharge purchaser duty if any of their beneficiaries qualifies as a 'foreign person', regardless of the specified law of the State set out in the trust deed which governs the trust.
Pensions
For all the necessary documentation required when starting an Account Based or Transition to Retirement Pension and Refreshing pre-existing pensions and Consolidating multiple pensions.
Estate Planning Services
SUPERCentral Estate Planning - A smarter way to drive estate planning services
Australia is currently in the midst of a huge inter-generational wealth transfer driven by the baby boomer demographic and we believe estate planning is a natural service progression to the creation and wealth preservation strategies that Advisers and Accountants currently provide.
Our Testamentary Manual and EPAdvantage Members Program provides you immediate access to everything you need to provide a holistic, cost-effective estate planning service.
Ask.Will™
Ask.Will takes brief snapshot your client’s personal information and uses the latest legislation and tax laws to provide you with an easy to understand overview of their current situation and things they need to consider for the future, when it comes to their will, and estate planning needs.
EPAdvantage™ = Smart Growth
EPAdvantage™ is our new estate planning partner program open to Advisers who are using our Testamentary Manual system. A complimentary, value-added program, it offers registered members professional support, PD training and the resources needed in growing a successful estate planning practice.
Fixed Price Estate Planning Solutions
When you use our online Estate Planning Guide and Testamentary Manual system, you also work in close consultation with our associated law firm Townsend's Lawyers, who bring deep experience in tax law, trust law, super and wills to your client's estate planning requirements.
Estate Planning Guide and Testamentary Manual - Full Version
Our Estate Planning Guide and Testamentary Manual is an innovative system designed to guide you, through the testamentary process and to maintain close contact with your client, from the initial client briefing through to the final signing of their estate plan.
Estate Planning Guide and Testamentary Manual - Condensed Form
Some aspects of estate planning can seem complex, but the Estate Planning Guide and Testamentary Manual (Condensed) helps simplify the process. This will help you organise your client's information so that you can develop the estate plan, independently, or with a solicitor.
Refer Your Client
If the development of an estate planning service is currently out of the scope of your business, you may prefer to use our refer client service, where our lawyers liaise directly with your client, anywhere in Australia.
Will Review Services
It's not difficult, or necessarily expensive, to change a Will as it can be amended, modified, updated or even completely revoked, at any time. For changes that do not require major strategic amendments a Will can often be varied by a comparatively short supplementary document called a “codicil”.
Will Update Service
The Will update service is for clients wanting to update their estate planning documents to cover changes to minor aspects of their will, such as addresses, assets and bequests. Changes like these often do not involve any additional estate planning advice or changes to the existing estate planning strategies.
Probate - Grant & Administration (NSW only)
When an individual dies leaving a Will, depending on the type, size and value of the estate, the person named as executor will likely need to apply to the Supreme Court for a grant of probate.
Family Provision Claims - Contesting a Will in New South Wales
In Australia, testamentary freedom (being able to give your estate to anyone under your Will) is balanced by laws that allow Courts to use their discretion and ensure that eligible persons are adequately provided for from the proceeds of the estate.
There are a number of ways that a Will can be challanged. Besides challenging the validity of a Will, in NSW, certain persons, categorised as eligible persons under the Succession Act 2006, can make what is called a Family Provision Claim if they have been left without adequate provision from a Deceased estate.
EPAdvantage Professional Development Courses
Our online scenario-based courses are designed in response to the many advisers who have asked us for a practical training course in estate planning, and address the most common estate plans, covering the needs of the majority of clients.
Business Succession Services
Do you know what will happen to the client’s family’s business if the owner dies? Can the family continue to operate it or will the business have to be sold? Are there partners in the business whose wishes or interests must be considered? Is there a buy/sell agreement in place? These are just some of the questions that must be considered before a business owner dies.
Technical Advisory
Technical Advisory you can trust
Townsends Lawyers provide SUPERCentral members with wide ranging technical support. With a wealth of industry experience, we can assist you to deliver the best strategies. Townsend Lawyers specialise in commercial and business law, corporate advisory, tax, superannuation, and trusts, with deep SMSF, asset structuring, estate planning knowledge. We advise businesses and individuals throughout Australia, on a broad range of legal issues. Get in touch with us via email info@supercentral.com.au or phone 02 8296 6266. Commercial and technical expertise is complimentary.
SMSF Technical Advice
Our technical support service provides members with access to a broad range of superannuation expertise that our specialist technical team provide.
Technical Advice Services
With SMSFs entrenched in many clients financial strategies, and the complexities of the law in regards to SMSF, it is critical for advice professionals to have adequate support to provide their clients and prospective clients, with the very best strategies SMSFs have to offer.
Strategic & Remediation Services
Our partner Townsends Lawyers can provide real value if you are looking for advice on a particular SMSF strategy or if you have realised that you have made a mistake and need our advice to consider the alternatives you may have to correcting it.
Commercial Services
Accountancy Practice Pre-Negotiation Advice To Buyer
Buying an accountancy practice is not like buying any other business. There is much to consider that is specific to the accounting profession. If you’re looking to buy an accountancy practice you must be prepared.
Assignment of Debt
This Document pack provides the relevant documents to assign (ie transfer) the lender
Assignment (Transfer) of Lease
A tenant who wants to leave their commercial premises and transfer the lease to a new tenant needs to ensure all the paperwork is handled properly, particularly if the transfer is connected with the sale of their business.
Buy/Sell Advice Guide
This guide focuses on some of the technical legal and tax issues associated with the creation and implementation of buy/sell arrangements.
Buy/Sell Agreements
Buy/sell arrangements set the ground rules between shareholders of a company, partners of a firm or unitholders of a unit trust as to what is to happen if a shareholder, partner or unitholder dies or becomes totally and permanently disabled (‘TPD’).
Company Establishment
Whether standard or special purpose, stand-alone or part of a bigger structure the quality of our corporate documents is a given. To order a new company.
Company Constitution Update
This document pack provides all the documents a company needs to replace its current constitution with a new updated version. Reasons for updating may include ...
Confidentiality Agreement
A Confidentiality Agreement is an agreement that specifies how the individual or business receiving your confidential information may use that information. We provide a range of agreements that can be used in a variety of situations, including discussions between potential buyers and sellers of a business, between businesses wanting to work together, and between an owner of intellectual property and a business wanting to use that IP.
Employment Agreement
NSW Employment Agreement Pack – for permanent award-free employees it is important for both the employer and the employee that their employment agreement set out all the terms and conditions of the employment relationship. If the employment relationship is not adequately documented it may have adverse consequences for both the employer and employee.
Entitlements under a Will
You can seek our advice on whether you have a claim to a deceased estate if you have been written out of the will or believe you have an entitlement to a larger proportion of the estate.
Family Provision Waiver (NSW)
It might come as a surprise to learn that your former spouse or a spouse from whom you have separated can still make a claim on your deceased estate even though you have left your estate to your children or someone else in your Will. We can draft an agreement for your former spouse to (hopefully) agree to and the subsequent court documents to seek the court’s approval of the agreement.
Lease Agreement
The Lease pack can be used by individuals or companies for the leasing of commercial properties and self managed superannuation funds for the leasing of business real property to a related party. The Lease pack includes a lease and attachment, and includes registration of the lease at the Land Titles Office.
Letter of Demand
Letter of Demand is a final request for an individual or company to pay monies owed before starting court proceedings.
PPSA Loan Pack - Company Borrower with Fixed Interest Rate
The PPSA Loan Package is designed for use when a loan is made to a Company Borrower involving all or any of the following documents: Loan Deed, Security Agreement over the Borrower’s Assets, Guarantee and Indemnity from Director/s or other persons.
Restraint of Trade
Whether you are an employee or an employer, we can provide advice on the interpretation and enforceability of a restraint of trade provision.