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Fee Schedule

Annual Fixed Fees Fee (AUD$)
New SMSF annual Fee – audit included (set up by iCare Super) $77/month
Existing SMSF transfer Free
New SMSF without transactions for first year $220 first year
Existing SMSF annual Fee – audit included (not set up by iCare Super) $77/month
Existing SMSF prior or current year work $1,100 per year
Actuarial Certificate (provided by actuary company) $275
Annual Fee for SMSFs that not paying monthly fees $1,100 per year
Fund Audit Included
Large Funds by quotation
ATO super levy surcharge $259
Annual Fee for bare trust NIL
ASIC fees for corporate trustees $275 per company
Overseas investment properties $440 per property
BAS Preparation and Lodgment (For GST Registered Funds) $165 per quarter
SMSF Compliance Services Fee (AUD$)
Audit Contravention and Management Letter $220
Prior Year Tax Return Amendment by quotation
Trust Deed Replacement (SMSF lost deed) $330
Deed Update $220
Rollover Documentation $165
Binding Death Nomination Forms $110
Change SMSF Trustees or Members $220
Tax Advice Free
Pension Administration Services Fee (AUD$)
Account Based Pension Establishment $220
Pension Consolidation Free
Lump Sum Payment Documentation Free
Pension Commutation Free
Pension Assets Segregation $440
PAYG Summary $165
Other Services Fee (AUD$)
SMSF Audit only From $330
SMSF Corporate Trustee Set Up $880
Bare Trust Corporate Trustee Set Up $880
Bare Trust Set Up (for Property Purchase) $880
Consulting (other than email or phone support) by quotation

If you have any questions in regards to our fees policies, please feel to contact us.

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