SMSF services

Service type

e-doc on demand | digital payg | legal review | complimentary general advice

SMSF borrowing requires expert attention to detail. Townsends provide all the necessary advice and documentation for SMSF gearing. Select only the services you need to easily calculate the total cost of your gearing documentation.

Company establishment for holding trust or SMSF
$719 soft copy
$796 hard copy
incl. $576 ASIC fee
SMSF borrowing pack
$935 - with holding trust deed
Lender requires further tailored changes
$POA
Stamping the holding trust deed implementation
$550 - SUPERCentral prepared holding trust deed
$880 - Non - SUPERCentral prepared holding trust deed - for property in NSW and VIC
$POA for property in other States
Lease compliance pack
All the important records evidencing the fund's decision and its directions to the Holding Trustee to lease the property and secure the investment return.
$275
Loan pack
Agreements and security documents for all parties to a related party loan plus implementation, including registration with state land titles registers.
$495 - loan documents
$POA - disbursements
Refinancing pack
This service requires legal advice and tailoring. Quoted fees for client acceptance will vary based on the complexity of the advice and/or documentation required.
$POA
Concessional duty applications
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan
$2,145 - non-SUPERCentral deed without loan
$2,640 - non-SUPERCentral deed with loan
SMSF acquiring property
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan
$2,145 - non-SUPERCentral deed without loan
$2,640 - non-SUPERCentral deed with loan
Bank SMSF compliance report
$825 - review up to 6 documents
$POA - review 6+ documents
Unwinding pack
$825 - unwinding pack
$595 - implementation pack
+ disbursements
Lease agreement

For 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. Includes registration of the lease at the Land Titles Office.

$2,750
$1,375
Property transfers
$880
$192.50 SC deed
$385 non-SC deed
+ disbursements
$1,485 - SUPERCentral deed without loan
$1,815 - SUPERCentral deed with loan
$2,145 - non-SUPERCentral deed without loan
$2,640 - non-SUPERCentral deed with loan
Change of holding trustee
We provide the relevant compliance documents to ensure the Fund has everything it needs to affect the change of Holding Trustee. Select only the services you require.
$550 - documents service
$660 - implementation service + $110 - registration
$220 - optional: signing appointment at our office