Convert individual SMSF to a corporate trustee (CCC)

$1,143.05 - $1,477.45

Under the new ATO Penalties Regime the trustee structure of an SMSF is relevant in deciding how many times a penalty is levied (see below). To manage this risk we are recommending that trustees with an individual SMSF structure change to a corporate structure.

To assist firms to economically transitioning trustees to a corporate SMSF structure, we provide a special bundled product that includes the establishment of the company, change of trustee and conversion to a corporate deed (standard or premium conversion) in one simple online form. You also receive a substantial 50% bundled product rebate.

 

   

Company Establishment

Change of Trustee

no change of member

Standard Conversion 

 

Company Establishment

Change of Trustee

with change of member

Standard Conversion 

 

Company Establishment

Change of Trustee

no change of member

Premium Conversion 

 

Company Establishment

Change of Trustee

with change of member

Premium Conversion 

 
CEST - Electronic copy*   143.00   143.00   143.00   143.00
ASIC fee   597.00   597.00   597.00   597.00
 
Change of Trustee   192.50   302.50   192.50   302.50
 
Conversion Deed   374.00   374.00   572.00   572.00
 
Price Incl GST   1,274.50   1,384.50   1,472.50   1,582.50
 
Rebate - Conversion   -112.20   -112.20   -85.80   -85.80
 
Rebate - COT   -19.25   -19.25   -19.25   -19.25
 
Product rebate   131.45   131.45   105.05   105.05
 
TOTAL (incl GST)   1143.05   1,253.05   1,367.45   1,477.45

 

For a hard copy company register - please add $77.00