Online Superannuation

Form a self managed superannuation fund

Change the trustee of a self managed superannuation fund

Vary or update a self managed superannuation fund deed

 

Form a self managed superannuation fund

Somerville Legal establishes self managed superannuation funds including a comprehensive and easy to read trust deed and product disclosure statement (PDS).

The SMSF package includes all required supporting documents, including government forms, fully completed with the client’s information to commence the fund.

You can gain access to the SMSF deed you have ordered using your secure login at this website.

Our competitive price of $480 gives you the full SMSF suite. We offer secure payment by MASTERCARD or VISA in to our trust account online.

 

Change the trustee of a self managed superannuation fund

After the 2007 Simpler Super measures a change to the trustee of a SMSF requires more documents than many practitioners anticipate. Usually at least two ATO forms are required along with minutes, a deed if there is a change to who the trustee is (as opposed to a mere change of directors of the trustee) and a PDS if new members are admitted.

The SMSF change of the trustee package includes all required supporting documents, including government forms, fully completed with the client’s information to comply with the trust deed of the SMSF.

Pricing - change of director of an existing trustee only (not requiring a deed - $120, change requiring a deed based on our trust deed - $240, change requiring a deed based on some other trust deed - $360.

 

Vary or update a self managed superannuation fund deed

Is the operative trust deed of your SMSF more than two years old?  If so it will probably be riddled with problems which can cost you money.

A deed of variation is an inexpensive way to ensure that your deed is sufficiently up to date especially to take all of the contributions, start the kinds of pensions and pay the kinds of benefits SMSFs are allowed to pay today. Our deed of variation may also be a must to implement any estate planning based on the enlightened non-lapsing binding death benefit nomination capability that has been recently recognised for SMSFs or if any borrowing from superannuation strategy is being pursued..

Pricing - $520 (without prepaid voucher). We offer secure payment by MASTERCARD or VISA in to our trust account online.

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