SMSF Strategy Pricing Matrix - What You Should Charge per Strategy

Medium Value - $3,000 - $6,000

High Value - $6,000 - $10,000

Ultra High Value - $10,000

Contribution

Contributions Reserve

Layered Strategies

Transfer of Business Real Property using a related party and/or bank loan

Transition to Retirement Income Stream

Fixed Term Transition to Retirement Income Stream

In-specie contribution of property

Transfer of residential Business Real Properties using a related party and/or bank loan

In-specie contribution of shares

Convert lifetime pension to market linked pension and reserve

Administering a deceased SMSF Estate for a member with more than $1M

Investment strategy paperwork

In-specie lump sum pay out of shares

Limited recourse borrowing arrangement

Establishing long term SMSF – pensions and reserves for members with personal injury claims.

Pension Reserve

In-specie lump sum pay out of shares

Estate Planning using a SMSF Will

Asset restructure from Family Trust or Company into a SMSF

Allocation from a Reserve

Investment Strategy development with investment allocation and placement

Administering a deceased SMSF Estate for a member with less than $1M

Property development JV with Family Trust or Investors

Contribution deduction and concessional caps review

Family Lineage SMSF

Creation of SMSF Living Will to protect incapacitated and disabled members for their protection.

Superannuation Unrelated Investment Trust for Property Syndications

Upgrade of Trust Deed

Investment transfers between accumulation and pension accounts under investment strategy guidelines

Establishing a SIS Reg 13.22C Trust or Company for transfer to the fund

Creating a Family Office with Family Lineage SMSF and Family Trust at the core

Change of Trustee

Effective use of the CGT retirement exemption

Establishing a SIS Reg 13.22C Trust or Company within the fund