SMSF Special Purpose Company

Why do I need a SMSF Special Purpose Company

A SMSF Special Purpose Company is designed to act as the corporate trustee for your Self-Managed Super Fund (SMSF). This structure helps meet regulatory requirements, may simplify fund administration, and can provide asset protection. By separating personal and fund assets, it supports compliance and can make changes in membership or trustee arrangements more straightforward.

Update your SMSF Special Purpose Company with ease

Keeping your SMSF Special Purpose Company up to date is important for compliance and to ensure your fund continues to meet investment and tax objectives. Whether you need to update director details, change the company’s registered address or amend company documents to reflect legislative changes, our guided process makes it simple.

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Complete suite of Company setup documents
Quickly and easily set up bank accounts, ABN and TFNs
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eSignatures and SMS reminders included at no additional cost
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Standard Company
- Digital: $747 Inc GST
- Slimline: $824 Inc GST
- Binder: $862 Inc GST
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This service is used to set up and register a Standard Company limited by shares with ASIC.
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Public Company Limited by Guarantee
- Digital: $503 Inc GST
- Slimline: $577 Inc GST
- Binder: $613 Inc GST
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This service is to set up and register a Public Company Limited by Guarantee with ASIC. You will need to source a Constitution externally or our legal services provider can assist on a fee-for-service basis.
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SMSF Establishment with Special Purpose Corporate Trustee
- Digital: $902 Inc GST
- Slimline: $945 Inc GST
- Binder: $983 Inc GST
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This service provides you with the documents required to establish both a Self-Managed Super Fund (‘SMSF’) and a Special Purpose Company (to act as trustee).
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SMSF Special Purpose Company
- Digital: $736 Inc GST
- Slimline: $813 Inc GST
- Binder: $851 Inc GST
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This service is to set up and register a Special Purpose Company that will act solely as the Trustee of a SMSF, thus qualifying it for a reduced annual renewal fee with ASIC. This company type differs from a standard company as no dividends or distributions may be paid to the Members and the Constitution contains some provisions tailored to reflect the company’s role as Trustee of a SMSF.
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ASIC Form 410 (Name Reservation)
- Digital: $82 Inc GST
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Once your application is approved by ASIC, the name will be reserved for two months. If you wish to extend this period, you will need to apply to reserve the name again.
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Division 7A Loan
- Digital: $186 inc GST
- Slimline: $231 inc GST
- Binder: $291 inc GST
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A Division 7A Loan Agreement helps prevent unintended tax consequences when a private company lends money to shareholders or their associates.
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All pricing is GST inclusive
All pricing is ASIC fee inclusive

*Deed Stamping available for NSW and VIC for $66. Additional copy fee is $20 per copy for NSW and free of charge for VIC. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
**Deed stamping availabe only in NSW for $66. Additional copy fee is $20 per copy. Cost of Stamp Duty (NSW=$750, VIC=$200) not included in pricing.
+ Slimline – a presentation folder for easier filing, containing two hard copies of the documents.
++Binder – a high-quality binder containing three hard copies of the documents. Please refer to https://help.nowinfinity.com.au/hc/en-au/articles/360002058255-How-to-order-a-hard-copy-of-a-Document for more details

Frequently Asked Questions

How is a SMSF Special Purpose Company different from a standard company?

A Special Purpose Company for SMSFs is restricted in its activities to only act as a trustee for an SMSF. It benefits from reduced ASIC annual review fees and is subject to specific regulatory requirements, ensuring it remains compliant with superannuation laws.

What is a SMSF Special Purpose Company?

A SMSF Special Purpose Company is a type of company established solely to act as the corporate trustee of a Self-Managed Super Fund. It is structured to meet ASIC requirements for SMSF trustees and provides a clear framework for fund management and compliance.

When should I update my SMSF Special Purpose Company details?

You should update your company details if there are changes in directors, registered address, or if legislative changes require amendments to company documents. Keeping your company information current is important for ongoing compliance.

Optional Legal Review

We provide practical, reliable optional legal review that make it easy for you and your clients to feel confident when getting legal sign-off on documents.

With direct and streamlined access to our trusted legal services provider DGF Morgan, your documents are reviewed by experienced lawyers. This helps protect you and your clients from potential risks tailored to your specific circumstances.

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Set up a SMSF Special Purpose Company

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Why do I need a SMSF Special Purpose Company

Update your SMSF Special Purpose Company with ease

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