FEE SCHEDULE

SETTING UP
EstablishmentNo Fee*
Description$799
Existing Fund TransferFREE**
SMSF Setup SOA Fee$330 – $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 Overs$220
GST Registered Funds$110 per annum
 Trust Deed Replacement or Update $440 per deed
 Miscellaneous Accounting $55 per hour
 Property Trust Setup $2,200
 Adding or Removing Fund Member $550
 ATO Queries $55
 SMSF Windup Fee $1,550
ANNUAL REGULATOR FEES ( 2016 / 2017 )
Asic Super Trustee Fee$49
Asic Property Trustee Fee$249
ATO Supervisory Levy$518 paid with your tax return

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
  • Assistance with Employer choice forms

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?

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 SMSFs 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 on the designated, anniversary date each year.

OCCASSIONALY – If your SMSF needs to do something additional such as vary the deed, query an ATO instalment or correspondence.

FREE CONSULTATION

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