Annual Fixed Fees | Fee (GST Inclusive) |
---|---|
SMSF Annual Fee – Audit Included | $1,056/year |
Existing SMSF Transfer | Free |
BGL SimpleFund360 Software (Basic Version) | Free |
Electronic Service Address (ESA) | Free |
SMSF Audit (Independent & External) | Free |
Setup Trust Deed and Investment Strategy | Free |
SMSF Compliance Services | Fee (GST Inclusive) |
---|---|
Preparation & Lodgment of Annual Tax return | Included |
SMSF Mail-house | Free |
Online Phone and Email Support | Free |
Liaison with the ATO | Free |
Compliance Documents Processing/Printing/Scanning | Free |
Pension Administration Services (After Age 60, Retirement Phase Only) | Fee (GST Inclusive) |
---|---|
Account Based Pension Establishment | $440 |
Actuarial Certificate if applicable (after age 60) | $176 |
Binding Death Benefit Nomination | $165 |
QROPS (Transferred UK Pension) Administration | $220/year |
Pension Assets Segregation | Fixed Price |
Pension Commutation or Consolidation | Fixed Price |
Setup & Administration Services per Your Request | Fee (GST Inclusive) |
---|---|
SMSF Setup with Individual Trustees | Free |
SMSF Corporate Trustee Setup (Including ASIC fee) | $880 |
Bare Trust Corporate Trustee Setup (Including ASIC fee) | $880 |
Bare Trust Setup (for Property Purchase) | $880 |
SMSF Set Up with an Existing Company | $330 |
Rollover Between Super Funds and Preparation of Rollover Statements (per your request) | $110 |
Other Services per Your Request | Fee (GST Inclusive) |
---|---|
Winding up an SMSF | $550 |
Winding up a Bare Trust | $330 |
Adding or Removing a Member | $550 |
Changing Trustees (Individual to Coporate $1,100, $550 Vice Versa) | $550 or $1,210 |
Changing an SMSF Name | $440 |
If you have any questions in regards to our fees policies, please feel free to contact us.