Self-Managed Superannuation Funds (SMSFs)
The current superannuation and taxation legislation recognises two types of small superannuation funds with less than five members:
- SMSFs
- Small Australian Prudential Regulation Authority (APRA) funds
While the major taxation concessions available in relation to fund income and benefit payments are available to both types of fund (when complying), only SMSFs offer the ability for members to maintain control of their fund and superannuation savings. Small APRA funds are now required to have a trustee which holds a registrable superannuation entity licence from APRA.
Further, a super fund will only be eligible to become a complying fund and qualify for taxation concessions, if the trustees have completed and lodged with the Australian Taxation Office (ATO) the approved election form binding the fund to comply with legislation governing the administration and operation of superannuation funds (and has become a regulated superannuation fund).
Type of Fund
All funds established by NTAA Corporate are structured as personal SMSFs and enable the fund to become a regulated complying superannuation fund. The trust deed and documents are designed to assist the trustee to comply with the regulatory requirements.
Ordering
To place your order, simply click on your product of choice and complete an order online or download the form and fax it in to us.
| Product | Order Online | Download & Fax Form | ||
|---|---|---|---|---|
| Online Price* | Offline Price | |||
| Self Managed Superannuation Fund | $143 |  Order Online |
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| Self Managed Superannuation Fund - with Binder & Tabs | $198 | $275 | Download Form | |
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Deed of Variations Note: Change of trustee not available online |
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| – for NTAA Corporate SMSF (last deed) | $195 | Order Online (applies to all DOVs) |
Download Form (applies to all DOVs) |
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| – for NTAA Corporate SMSF (last deed) - with Binder & Tabs | $250 | $275^ | ||
| – for other SMSF (last deed) | $275 | |||
| – for other SMSF (last deed) - with Binder & Tabs | $330 | $350^ | ||
| – Lost Deed service (no deeds) | $275 | |||
| – Lost Deed service (no deeds) - with Binder & Tabs | $350 | $350 | ||
| – Deed of Appointment / Retirement of Trustee | ||||
| – Deed of Appointment / Retirement of Trustee - with Binder & Tabs | $160 | |||
| SMSF Loans | from $995 |  Contact Us |
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SMSF Compliance Kits:  – Trustee Compliance Kit – Pension Roll-Back Kit – Account-Based Pension Compliance Kit – Transition to Retirement Income Stream Kit – Lump Sum Kit – Conversion Kit - Allocated Pension (AP) to Account Based Pension (ABP) – Conversion Kit - Transition to Retirement Allocated Pension to Transition to Retirement Income Stream – SMSF to SMSF Roll-Over Kit – FY 2010 SMSF Kit |
$150 $330 $440 $440 $330 $440 $440 $330 $150 |
Download Form (applies to all kits) |
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* Online prices only available to products ordered through online ordering
^ Volume discounts apply for orders of 10 or more SMSF Deeds of Variation when ordered in one batch, contact your state account manager to find out more.
Prices exclude any applicable stamp duty in your state and include GST where applicable.