Fee Schedule
| Annual Fixed Fees | Fee (GST Inclusive) |
|---|---|
| SMSF Annual Fee – Audit Included | $1,188/year |
| Existing SMSF Transfer | No Additional Costs |
| BGL SimpleFund360 Software (Basic Version) | Included in the Annual Fee |
| Administration of shares, Cryptocurrencies, Properties & Non-data fed assets, etc. | Included in the Annual Fee |
| SMSF Audit (Independent & External) | Included in the Annual Fee |
| Annual ESA Subcription | Included in the Annual Fee |
| Setup & Administration Services per Your Request | Fee (GST Inclusive) |
|---|---|
| SMSF Setup with Individual Trustees | $330 |
| SMSF Setup with a New Corporate Trustee (Inclusive of ASIC fees) | $880 |
| For Borrowing Only: Bare Trust Corporate Trustee Setup (Inclusive of ASIC fees) | $880 |
| For Borrowing Only: Bare Trust Setup (for Property Purchase) | $880 |
| Accountant Letter/Certification of Trust Deed or ASIC Documents | $110 |
| Rollover Between Super Funds and Preparation of Rollover Statements Using ESA | $110 |
| SMSF Compliance Services | Fee (GST Inclusive) |
|---|---|
| Preparation & Lodgment of Annual Tax return | Included in the Annual Fee |
| ASIC Agent Services (Corporate Trustee Only) | $220 |
| Phone and Email Support/Liaison with the ATO | Included in the Annual Fee |
| Auditor Contravention Report (Charged by External Auditors) | $110 |
| Compliance Documents Processing/Printing/Scanning | Free |
Please note that this is not an exhaustive list of the costs involved in administering your SMSF. If you require specific services that are not typically applicable to most SMSFs, you can find more information about these costs on our other web pages.
If you have any questions in regards to our fees policies, please feel free to contact us.
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