Fee Schedule

SETTING UP
Establishment No Fee*
SMSF Trustee Company $799
Existing Fund Transfer FREE**
SMSF Setup SOA Fee $550 – $1100
ANNUAL FEE
Bronze $1,100 per annum
Silver $1,550 per annum
Gold $2,550 per annum
MAINTAINING YOUR SMSF
Pension Establishment $499 per pension
Actuarial Certificate $199 per certificate
Government Super Roll $55
GST Registration $110
Trust Deed Replacement $330 per deed
SMSF Update Meeting
(Skype or face to face)
$550  1-3 hours + Report
Property Trust Setup TBA
Adding or Removing Fund Members $550
ATO Queries $55
SMSF Windup Fee $2,200
ANNUAL REGULATOR FEES ( 2018 / 2019 )
Asic Super Trustee  Renewal Fee $53
Asic Property Trustee Renewal Fee $263
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
  • Electronic Service Address 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 in the free
transfer
process:

  • Free online account
  • Review of your existing fund documents

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 $799 is due if you require a corporate trustee. Transfers of Existing SMSF’s with outstanding returns and audits will be subject to our annual administration fee, depending on the package you select. Please view our service packages

EACH YEAR – ­­Your SMSF pays the annual administration fee which is billed to your SMSF account for Tax, Audit and Online Services

OCCASIONALLY – ­­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

Free Consultation