Superannuation
SMSF Order Forms
Understanding superannuation and its implications is essential for most business owners, and with frequent reform to the superannuation landscape, it can be a challenge to ensure that they are meeting their super obligations.
While super funds are one of the most tax effective structures, they are also highly regulated and closely supervised. Super fund trustees often require specialised and specific advice, while super benefits, as a major component of many family groups’ wealth, require tailored and specific structuring to ensure that they are paid to the desired beneficiaries in the most tax effective way.
At Sladen Legal, we understand that superannuation is one of the most important structures in a family group and that it should not be looked at in isolation. We pride ourselves on taking a holistic approach to super, to ensure that super funds not only receive up to date advice, but that super is appropriately dealt with from a succession and estate planning perspective. Additionally, we offer a full range of super dispute services, for dealing with regulatory breaches and action by the revenue authorities.
Sladen Legal has some of Australia’s leading superannuation lawyers, specialising in advice and structuring for self managed superannuation funds (SMSFs). Our lawyers are members of leading professional, revenue authority and government committees and consultation forums and are actively involved in shaping the future of super regulation and reform.
Our team provides expert advice in all areas of superannuation, including:
Regulatory and tax issues affecting super funds
SMSF compliance requirements
SMSF investments in private trusts and companies
Alternative SMSF investment structures
Tax effective superannuation strategies
SMSF regulatory and tax disputes
SMSF succession planning
SMSF borrowing (limited recourse borrowing arrangements)
Transferring property into SMSFs
Transactions involving SMSFs
Rollover and restructure of funds
Payment and pension structures
Establishment of new super funds
Updating existing super trust deeds
Incorporating special purpose trust deeds
For a list of our SMSF pricing, please download our Self Managed Superannuation Fund Price List
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Further Information
Self Managed Superannuation Fund (SMSF) Price List
Online Superannuation Order Forms
The Sladen Superannuation Order forms enable accountants, financial planners, private businesses and individuals to establish, update or change their Self-Managed Super Funds (SMSFs).
Your request will be managed by Sladen Legal's leading superannuation lawyers who specialise in advice and structuring for SMSFs. You will have the opportunity to speak with our lawyers over the phone or make a time to meet in person.
Our Superannuation Package allows you to select from a range of products and send through instructions for one or many of the options from the list below, all in one transaction. The following items are available in the package:
New SMSF establishment - $550* (or $495* for Sladen Smart Members)
Update of SMSF trust deed - $660* (or $594* for Sladen Smart Members)
Incorporation of new SMSF Trustee or Bare Trustee/Custodian - $938* ($839* for Sladen Smart Members)
SMSF LRBA package (SMSF borrowing)
Bank Lender (premium package): $2640* (or $2376* for Sladen Smart Members)
Includes bare trust deed, deed of directions, relevant minutes, up to 1 hour of consultation time, stamping of the bare trust deed, arrangements involving up to 4 assets and a review of the bank loan and security documents.Related Party Lender (premium package): $4400* (or $3960* for Sladen Smart Members)
Includes bare trust deed, deed of directions, relevant minutes, related party loan agreement (Division 7A if applicable), up to 1 hour of consultation time, stamping of the bare trust deed, lodging of the mortgage, and arrangements involving up to 4 assets. Exlcudes any Title Office lodgement fees, eg. for mortgages.
Change of SMSF trustee - $660* (or $594* for Sladen Smart Members)
SMSF pensions (account based pension and TRIS) - $550* (or $495* for Sladen Smart Members) for a single and $660* (or $594 for Sladen Smart Members) for a couple.
Super withdrawal package - $2,750*
You have the option to pay via credit card or request an invoice at the end of the instruction form. Click the Superannuation package button below to get started.
Separately you can also submit instructions for an SMSF Corporate Stakeholders Agreement - $990*
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