SMSF Fee Schedule

Setting Up

  • SMSF Individual Trustee $220 
  • SMSF Trustee Company $880
  • Existing Fund Transfer $220**

SERVICE FEES

  • Bronze $1,100 per annum
  • Silver $1,550 per annum
  • Gold $2,550 per annum

Maintaining Your SMSF

  • Pension Establishment $550 per pension
  • Actuarial Certificate $220 per certificate
  • ESA Provider $44* 
  • GST Registration $110
  • Trust Deed Replacement $330 per deed
  • SMSF Compliance Breach      $330 – $2,200
  • Bare Trust Setup $1,990
  • Adding or Removing
    Fund Members $770
  • ATO Queries $55
  • SMSF Windup Fee $2,200

Annual Regulator Fees
(2020/2021)

  • Asic Super Trustee Renewal
    Fee– $56
  • Asic Property Trustee Renewal
    Fee– $276
  • ATO Supervisory Levy
    – $259 paid with your tax

What is included at No cost in the establishment process:

  • SMSF Trust Deed – provided that you maintain your account for 12 months
  • ABN/TFN Application
  • Bank Account Application
  • SMSF Deed Setup
  • Electronic Service Address Setup

Note: An early break fee of $1,550 is payable if the 1st years administration is not completed

What is included at No cost for SMSF Transfer Funds

  • Free online account
  • Review of your existing fund documents
  • Financials/SMSFAR/ Deed and setup documents
    – $220

Note: An annual administration fee applies for the services we provide to your fund

Fees you need to pay ?

SMSF SET UP

When you complete our online application the one off establishment fee of $880 is due if you require a corporate trustee or $220 for an Individual Trustee SMSF.

Transfers of Existing SMSF’s with outstanding returns and audits will be subject to our annual administration fee, depending on the package you select and a once off fee of $220

Please view our service packages

OCCASSIONALY EACH YEAR

­­If your SMSF needs to do something additional such as vary the SMSF deed, add a Pension or query an ATO instalment or correspondence, which attracts a one off fee. Refer to the schedule above.

ANNUALLY – ( Every Year)

Your SMSF pays our annual administration fee starting at $1,100 ( Bronze Care SMSF), which is billed to your SMSF account for Tax, Audit and Online Services provided by My SMSF

Free SMSF Setup Chat

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