Establishment Fees

Self Managed Super Fund Set Up Services

PDF Version
– SMSF with individual trustees $535
– SMSF with corporate trustee (includes ASIC registration fees) $1,257

 

Click here for a link to our Application Form – New SMSF with Individual Trustees. 

Click here for a link to our Application Form – New SMSF with a Corporate Trustee

 

Limited Recourse Borrowing

We attend to the preparation of the documentation required to enable an SMSF to purchase property using Limited Recourse Borrowing Arrangements.

All prices include GST.

 

Establish a Limited Recourse Borrowing Arrangement:

– Bare Trust Deed PDF Version
– Establishment of corporate trustee for the Bare Trust (incl ASIC registration fees, Company Constitution, relevant minutes, etc.) $1,400
– Investment Strategy template
– Deed upgrade if needed

 

Click here for a link to our Application Form – Limited Recourse Borrowing Arrangement ( Bare Trust )

 

Related Links

 

Note that this is a documentation service only.

Disclaimer. In providing this information Green Frog Super is not making any recommendations as to whether the acquisition of an investment under a limited recourse borrowing arrangement is or is not a suitable investment for any particular superannuation fund. We strongly recommend trustees of super funds should obtain independent legal and financial advice as to whether the acquisition of an investment under a limited recourse borrowing arrangement is an appropriate investment for that fund.