Fees if applicable
Additional Fees – If Applicable
Additional fees may apply depending on your individual circumstances. For example, fees may be charged if members wish to withdraw money once they reach a certain age, if you decide to change the SMSF trustee, or if you require more personalised consulting services.
We have listed these “if applicable” fees below for full transparency. These fees will not apply to your SMSF unless those specific circumstances arise.
| Pension Administration Services (After Age 60, Retirement Phase Only) | Fee (GST Inclusive) |
|---|---|
| Account Based Pension Establishment (including TRIS) | $330 |
| Actuarial Certificate if applicable (after age 60) | $176 |
| Binding Death Benefit Nomination | $165 |
| QROPS (Transferred UK Pension) Administration | $220/year |
| TBAR Lodgment | $220 |
| Pension Commutation or Consolidation | $330 |
| Other Services per Your Request | Fee (GST Inclusive) |
|---|---|
| Winding up an SMSF | $550 |
| Winding up a Bare Trust | $330 |
| Adding or Removing a Member | $550 |
| Changing Trustees (Individual to Corporate $1,210, $550 Vice Versa) | $550 or $1,210 |
| Changing an SMSF Name | $440 |
| SMSF Advisory Services | Fee (GST Inclusive) |
|---|---|
| Assessment of the Eligibility for SMSF Establishment (No Financial Advice) | Free |
| Structure Setup and Advice Costs for Indian Mutual Funds, Shares, and Properties | $1,100 |
| Face-to-face meeting or technical advice | $220/30 minutes |
| Payout due to a Relationship Breakdown or Death of a Member | $550 |
| UK Pension Transfer & Tax Advice | $880 |
If you have any questions about these costs, please feel free to contact us by phone at 03 9554 079 or via email at info@icaresuper.com.au