Fee Schedule
| 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 | $176 |
| Fund Audit | Free |
| Annual Fee for bare trust | Free |
| SMSF Compliance Services | Fee (AUD$) |
|---|---|
| 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 |
| TBAR Reporting | Free |
| Lump Sum Payment Documentation | Free |
| Pension Commutation or Consolidation | Free |
| Pension Assets Segregation | $220 |
| PAYG Summary | Free |
| Setup Services per Your Request | Fee (AUD$) |
|---|---|
| SMSF Setup with Individual Trustees | Free |
| SMSF Corporate Trustee Set Up | $880 |
| Bare Trust Corporate Trustee Set Up | $880 |
| Bare Trust Set Up (for Property Purchase) | $880 |
| SMSF Set Up with Your Existing Company | $330 |
| Annual ASIC Review | $220 |
| Other Services per Your Request | Fee (AUD$) |
|---|---|
| Winding up an SMSF (Individual Trustee $330, Corporate $440) | $330 -$440 |
| Winding up a Bare Trust | $330 |
| Adding or Removing a Member | $440 |
| Changing Trustees (Individual to Coporate $1,100, $550 Vice Versa) | $550-$1,100 |
| Changing an SMSF Name | $440 |
If you have any questions in regards to our fees policies, please feel free to contact us.