| 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 |
Free |
| ASIC Agent Services (Corporate Trustee Only) |
$220 |
| Phone and Email Support/Liaison with the ATO |
Free |
| Auditor Contravention Report (Charged by External Auditors) |
$110 |
| Compliance Documents Processing/Printing/Scanning |
Free |
| 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 |
| 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 & Advice |
$880 |
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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