DEEDS

 

New Deed Only.............................................................................................$520

• includes 3 copies of the deed, minutes and various applications

• for funds which are joining our administration service we also include stamping in the relevant State, lodgement of all statutory documentation and registration for GST if required.

Deed Upgrade to an existing deed................................................................$570

• includes check to avoid reconstitution

• all relevant clauses updated to the most current wordings for our recommended deed

• check the director/trustee relationship is correct (for an existing company where the fund is being administered by us)

Deed Upgrade (bulk order >10 existing deeds).............................................$480

• as above

Change of Fund Name...................................................................................$350

• includes deed of variation (we do not change a fund name by minute)

• stamping of variation with the relevant office of State Revenue if required

Change of Trustee........................................................................................$350

• Includes deed of variation (we do not change a fund trustee by minute)

• check if trustee/member relationship is correct

• stamping of variation with the relevant office of State Revenue if required

COMPANIES

 

New Corporate Trustee Only.........................................................................$960

• includes lodgement of establishment documents (if we are the registered address)

• payment of ASIC establishment fee

• please note that, unless otherwise requested, the company will be a SOLE PURPOSE trustee company which has been written to interface with our deed. If it is to act as the trustee for a fund controlled by a deed we have not supplied OR if it is to be used for a purpose other than as a superannuation fund trustee please advise and we will supply, for the same fee, a company with an alternative Constitution.

Constitution Upgrade for an Existing Company.............................................$350

• please note that, unless otherwise requested, the constitution will be for a SOLE PURPOSE trustee company which has been written to interface with our deed. If it is to act as the trustee for a fund controlled by a deed we have not supplied OR if it is to be used for a purpose other than as a superannuation fund trustee please advise and we will supply, for the same fee, an alternative Constitution.

• stamping of variation with the relevant office of State Revenue if required

Change of Company Name............................................................................$605

• Includes lodgement of ASIC forms and ASIC fees

Change of Shareholders................................................................................$350 for 2 then $115 each

• Includes lodgement of ASIC forms and ASIC fees

Ongoing Corporate Secretarial Services (sole purpose trustee company only).....$315 per annum

• Preparation and lodgement of Annual Return (ASIC lodgement fee not included)

• Annual Minutes

• Records maintained on site

• Provision of Registered Office and action as Registered Agent

Please note that prices are subject to change without notice