| 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.
