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Fee Schedule

Annual Compliance Services Fee (AUD$)
New SMSF Set Up (Individual Trustees) Free
Existing SMSF Transfer
Change SMSF Structure
Deed Update
Rollover Documentation
BAS Preparation and Lodgement
Change SMSF Trustees or Members
Tax Advice
Annual  Compliance (Audit included) $74/month

 

Pension Administration Services Fee (AUD$)
Account Based Pension Establishment Free
Pension Consolidation
Lump Sum Payment Documentation
Actuarial Certification Application
Pension Assets Segregation
Change SMSF Trustees or Members

 

Other Services Fee (AUD$)
SMSF Audit only From $330
Corporate Trustee Set Up (SMSF or Bare Trust) $880
Bare Trust Set Up (for Property Purchase) $880
Consulting (other than email or phone support) $330 per hour
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Latest News

Concessional contributions cap for 2013/14
  • Concessional contributions include: -employer contributions (including contributions made under a salary sacrific...