Fee Schedule

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Setting Up

  • Establishment No Fee*
  • SMSF Trustee Company $799
  • Existing Fund Transfer FREE**
  • SMSF Setup SOA Fee $550 –$1100

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 $199 per certificate
  • Government Super Roll $55
  • GST Registration $110
  • Trust Deed Replacement $330 per deed
  • SMSF Update  $550 (1) hour + Investment strategy review, Binding Nomination updates and minute
  • Bare Trust Setup $1,550
  • Adding or Removing Fund Members $770
  • ATO Queries $55
  • SMSF Windup Fee $2,200

Annual Regulator Fees
(2020/2021)

  • Asic Super Trustee Renewal
    Fee– $54
  • Asic Property Trustee Renewal
    Fee– $267
  • 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 at No cost in the establishment 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

­­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

OCCASIONALLY

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

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