| Annual Fixed Fees |
Fee (AUD$) |
| SMSF annual Fee – audit included (set up by iCare Super) |
$77/month |
| Existing SMSF transfer |
Free |
| New SMSF without transactions for first year |
Free |
| Actuarial Certificate Application |
Free |
| Fund Audit |
Free |
| Annual Fee for bare trust |
Free |
| SMSF Compliance Services |
Fee (AUD$) |
| Annual Reports, Tax return |
Included |
| Lodgment of Tax Return |
Included |
| External Audit |
Included |
| PAYG Instalment Advice |
Free |
| Tax Advice |
Free |
| Pension Administration Services |
Fee (AUD$) |
| Account Based Pension Establishment |
$220 |
| Pension Consolidation |
Free |
| Lump Sum Payment Documentation |
Free |
| Pension Commutation |
Free |
| Pension Assets Segregation |
Free |
| PAYG Summary |
Free |
| Other Services |
Fee (AUD$) |
| SMSF Corporate Trustee Set Up |
$880 |
| Bare Trust Corporate Trustee Set Up |
$880 |
| Bare Trust Set Up (for Property Purchase) |
$880 |
| ASIC review |
$220 |
| Consulting (other than email or phone support) |
by quotation |
If you have any questions in regards to our fees policies, please feel free to contact us.
