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 2021. All inclusive of GST)
- Fund set-up with individual trustees – $550
- Fund set-up with a corporate trustee – $1,480
- Annual administration including audit fee – from $3,135*
- 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 2021 – usually $259
- Annual actuarial certificates – from $132
(this is only required for some pension paying SMSF’s)
*Our standard fee of $3,135 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 2021 Fee Schedule to go with Letter of Appointment
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.
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.
