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The Professionals Choice
Providing tax, superannuation and trust education and precedent products
⚙ AML/CTF obligations become mandatory for accounting practices on 1 July 2026. Macquarie AML subscribers receive discounted deed & company pricing.See AML plans →
Effective May 2026

Transparent pricing
for every product

All prices listed exclude GST. Macquarie AML subscribers receive discounted deed and company pricing integrated directly through the platform.

For queries, call (02) 9231 5111 · contact@macquariegs.com.au · Payment on ordering · Prices subject to change without notice

Trust Deeds

Trust deed pricing


All prices exclude GST. Free customisation with your firm's logo and address on all deeds (excluding binders). Customised binders available — once-only setup fee applies.

Product Price (excl. GST)
Discretionary & Unit Trusts
Discretionary Trust$400
Unit Trust$400
Class Discretionary Trust$400
Capital Vested Trust$400
MGS Exclusive — New Products
MGS Capital Pool Unit Trust New — MGS Exclusive No CGT Event E4$1,000
MGS Discretionary Conversion Trust New — MGS Exclusive No Resettlement Risk$800
Hybrid Trusts
Hybrid Discretionary Trust$400
Hybrid Discretionary Trust for Negative Gearing$500
Hybrid Unit Trust$400
Hybrid Trust Amendments
MGS Hybrid Discretionary Trust — Amendment$900
Other Hybrid Discretionary Trust Amendment (depends on deed)From $1,500
State-Specific Unit Trusts
NSW Land Tax Unit Trust (New Trust) NSW Only$500
NSW Land Tax Unit Trust — Amendment of MGS Unit Trust NSW Only$1,500
NSW Land Tax Unit Trust — Amendment of non-MGS Unit Trust NSW OnlyFrom $1,800
VIC Property Unit Trust$500
WA Property Unit Trust$500
Specialist Trusts
BOMAD (Bank of Mum and Dad) Trust™$1,500
BONAP (Bank of Nan and Pop) Trust™$1,500
Succession Trust$3,000
Property Development Trust$2,000
Trust Amendments & Ancillary Documents
Deed of VariationPOA
Deed of Change of Trustee$200
Deed of Gift$900
Deed of Loan$900
Additional deed copy (per additional copy at time of order)$4.55
AML subscriber discount: Macquarie AML subscribers receive reduced trust deed pricing when ordering through the integrated platform — from $300 (Essential), $200 (Professional) or $100 (Ultimate) for standard trust deeds. See AML plans →
Superannuation

SMSF deed & kit pricing


Every MGS SMSF deed includes all 11 compliance kits as standard — no other provider includes a 30+ document compliance suite at this price. Division 296 ready from 1 July 2025.

ProductPrice (excl. GST)
SMSF Deeds
Self-Managed Superannuation Fund (New Fund) — incl. all 11 kits 11 Kits Included$400
Self-Managed Superannuation Fund (Update Fund) — incl. all kits + Deed of Variation 11 Kits Included$400
Additional SMSF deed copy (per additional copy at time of order)$4.55
SMSF Compliance Kits
SMSF Kits (D296, ABP, INV, RIN, OUT, RBK, TTR, WBD, DBK, ANN, CON) All 11 includedFree with MGS SMSF
SMSF Instalment Warrant (LRBA)
SMSF Instalment Warrant Kit — Internal Sourced Loan #1$900
Discount Package: Instalment Warrant (Internal) + Custodian CompanyFrom $1,541
SMSF Instalment Warrant Kit — External Sourced Loan #1$400
Discount Package: Instalment Warrant (External) + Custodian CompanyFrom $1,171
AML subscriber discount: SMSF deeds ordered through the Macquarie AML integrated platform are priced from $300 (Essential), $200 (Professional) or $100 (Ultimate). See AML plans →
Macquarie AML

AML/CTF compliance platform


Mandatory for accounting and legal practices from 1 July 2026. All plans include unlimited users, $0 setup fee, dedicated account manager, Macquarie TV (40+ hrs CPD), white labelling, 7-year automated record retention and deed & company workflow integration. All prices exclude GST.

Essential
$90
per month + GST

  • $60/month verification credits
  • KYC per check — $15 (excl. GST)
  • KYB per check — $20 (excl. GST)
  • Unlimited users
  • White labelling on all documents
  • Macquarie TV — 40+ hrs CPD included
  • Deed & company integration
  • 26-module AML training program
  • Guided AML/CTF Program builder
  • 7-year automated record retention
  • FTE/IEE analyser
  • Transactions document generator
  • Branded marketing material
  • Complex transaction support
Get Started
★ Most Popular
Professional
$320
per month + GST

  • $200/month verification credits
  • KYC per check — $10 (excl. GST)
  • KYB per check — $15 (excl. GST)
  • Unlimited users
  • White labelling on all documents
  • Macquarie TV — 40+ hrs CPD included
  • Deed & company integration
  • 26-module AML training program
  • Guided AML/CTF Program builder
  • 7-year automated record retention
  • FTE/IEE analyser
  • Transactions document generator
  • Branded marketing material
  • Complex transaction support
Get Started
Ultimate
$590
per month + GST

  • $400/month verification credits
  • KYC per check — $10 (excl. GST)
  • KYB per check — $15 (excl. GST)
  • Unlimited users
  • White labelling on all documents
  • Macquarie TV — 40+ hrs CPD included
  • Deed & company integration
  • 26-module AML training program
  • Guided AML/CTF Program builder
  • 7-year automated record retention
  • FTE/IEE analyser
  • Transactions document generator
  • Branded marketing material
  • Complex transaction support
Get Started
Integrated Document Pricing — AML Subscribers Only

When ordering trust deeds and companies through the Macquarie AML platform, subscribers receive the following discounted pricing. Standard pricing applies to orders placed outside the AML platform. All prices exclude GST.

Product
Essential
Professional ★
Ultimate
Standard Trust Deeds (Discretionary, Unit, Hybrid, etc.)
$300 save $100
$200 save $200
$100 save $300
Self-Managed Superannuation Fund
$300 save $100
$200 save $200
$100 save $300
NSW Land Tax Unit Trust
$400 save $100
$300 save $200
$200 save $300
MGS Exclusive Trust Deeds
BOMAD (Bank of Mum and Dad) Trust™
$1,200 save $300
$1,000 save $500
$800 save $700
BONAP (Bank of Nan and Pop) Trust™
$1,200 save $300
$1,000 save $500
$800 save $700
Succession Trust
$2,500 save $500
$2,000 save $1,000
$1,000 save $2,000
MGS Capital Pool CGT E4 Unit Trust
$800 save $200
$600 save $400
$400 save $600
MGS Discretionary Conversion Trust
$600 save $200
$500 save $300
$400 save $400
General Purpose Company
$871
$811 save $60
$711 save $160
SMSF Special Purpose Company
$871
$811 save $60
$711 save $160
Instalment Warrant Custodian Company
$871
$811 save $60
$711 save $160
Macquarie TV

Professional education & CPD


Eight channels. 55+ episodes per year. 40+ CPD-accredited hours. The longest-running professional tax broadcast service in Australia — streaming since 2003. Included free on all Macquarie AML plans. All prices exclude GST.

1–5 Users
$750
per year, excl. GST
Up to 5 staff members
6–10 Users
$1,500
per year, excl. GST
Up to 10 staff members
11–15 Users
$2,250
per year, excl. GST
Up to 15 staff members
16–20 Users
$3,000
per year, excl. GST
Up to 20 staff members
21+ users? Call (02) 9231 5111 for firm subscription pricing.  ·  Macquarie AML subscribers: Macquarie TV is included at no additional charge on all AML plans (Essential, Professional and Ultimate).
View Macquarie TV
Company Registrations

Company & constitution pricing


ASIC company registrations with full constitution preparation. 24-hour standard delivery. AML subscribers receive discounted company pricing through the integrated platform.

ProductPrice (excl. GST)
General Purpose Company$871
SMSF Special Purpose Company$871
Instalment Warrant (Bare Trust) Custodian Company — Extra$871
Replace Constitution including Resolutions$260
Additional Constitution (per additional copy at time of order)$4.55

AML subscribers: General Purpose, SMSF Special Purpose and Custodian Companies are $811 (Professional) or $711 (Ultimate) when ordered through the Macquarie AML platform.

Packages

Bundle packages


Save with our bundled packages — combining the trust deed with the ancillary documents typically required at establishment.

BOMAD Trust Package

Everything needed to establish a Bank of Mum and Dad Trust, including the loan and gift documentation required at settlement.

$3,000
excl. GST · save vs individual pricing
  • BOMAD (Bank of Mum and Dad) Trust Deed
  • Deed of Gift
  • Deed of Loan

BONAP Trust Package

Everything needed to establish a Bank of Nan and Pop Trust, with the ancillary loan and gift documents for grandparent-funded property purchases.

$3,000
excl. GST · save vs individual pricing
  • BONAP (Bank of Nan and Pop) Trust Deed
  • Deed of Gift
  • Deed of Loan

SMSF Instalment Warrant — Internal Loan

Discounted bundle for an LRBA with an internally sourced loan — includes the Custodian Company for the bare trust.

From $1,541
excl. GST
  • SMSF Instalment Warrant Kit (Internal Loan #1)
  • Instalment Warrant Custodian Company

SMSF Instalment Warrant — External Loan

Discounted bundle for an LRBA with a bank or third party lender — includes the Custodian Company for the bare trust.

From $1,171
excl. GST
  • SMSF Instalment Warrant Kit (External Loan #1)
  • Instalment Warrant Custodian Company
Other Fees

Ancillary & miscellaneous fees


ItemPrice (excl. GST)
Division 7A Loan Agreement$90
Replacement Binder (including tabs, PDF deed replacement if required)$50
Deed alteration, order errors or specialised instructionFrom $50
Additional identical document (per additional copy at time of order)$4.55
Customised binder with firm logo (once-only setup fee)Call for pricing
Statement of AdviceCall (02) 9231 5111
Free customisation: MGS offers free customisation using your firm's logo and address on all deeds and documents (excluding binders). Customised binders with your firm's branding are available with a once-only setup fee — call (02) 9231 5111 for details.
Complimentary

Free resources — no charge

A comprehensive library of practice resources is available at no cost on the MGS website — for all registered users. Regularly updated as forms and obligations change.

Access Free Resources →
  • Application forms for all trust types
  • Trustee resolutions & minutes
  • Unit certificates & redemption forms
  • Registers & member records
  • How-to guides & technical papers
  • Explanatory memorandums

Ready to order?

Register for an account to access the full MGS product range — or call our Sydney team directly on (02) 9231 5111.

Still have questions?
Feel Free to Get in Touch With us
You can find us here:
Level 7, 77 Castlereagh St, Sydney, 2000
Postal Address: GPO Box 512
Sydney, NSW 2001, Australia
Phone: (02) 9231 5111
Email: contact@macquariegs.com.au
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