Fixed fee for service – right from the word go you know how much the service will cost you

 

We charge a reasonable fixed fee for our service – because it is easy to understand and it is more equitable. We charge for the work we do – not based on how successful your Fund has been.

 

The following is an indication of our fees
(as at 1 July 2016. All inclusive of GST)

 

  • Fund set-up with individual trustees – $550
  • Fund set-up with a corporate trustee – $1,437
  • Annual administration including audit fee – from $2,750*
  • Special technical consultation per hour – $330
  • Pension start up documents – from $495
    (includes product disclosure statement)

The following fees are also payable by your Fund
(to external parties and all inclusive of GST)

 

  • ATO lodgement fee for 2016 – usually $259
  • Annual actuarial certificates – from $132
    (this is only required for some pension paying SMSF’s)

 

*Our standard fee of $2,750 covers most SMSF’s. It allows for:

Up to 25 purchase or sale transactions –
this includes dividend reinvestment purchases

Up to 65 other transactions

Up to 4 members

If these numbers are exceeded, additional charges may be applied, on a time basis. Derivatives, borrowings and property investments may also give rise to additional fees. Our total fee will be billed in two instalments, one at the beginning of the relevant financial year and the final one on completion of the audit. Our administration fee is subject to annual CPI increases.

Download Letter of Appointment

Download 2016 Fee Schedule to go with Letter of Appointment

 

 

New to SMSF?

 

 

 

Check out our free resources and then use our online application form.

 

 

 

Existing SMSF

 

 

 

You can get a free health check and we can go through your options with your existing SMSF.

 

 

 

Info for Experts

 

 

 

Are you a Financial Planner or an Accountant looking for expert back-up? We will answer your questions.

 

 

 

Newsletters

 

 

 

Download our latest newsletter, it’s full of current news & up to date information.

 

Having your own self managed superannuation fund is easy

Our website will help answer some of your questions, but please call us on 07 3808 1500 if you want to talk to a “real” person and discover the best options for you.

CONTACT US
Superannuation Services