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Fee Schedule

Annual Fixed FeesFee (AUD$)
SMSF annual Fee – audit included (set up by iCare Super)$77/month
Existing SMSF transferFree
New SMSF without transactions for first yearFree
Actuarial Certificate ApplicationFree
Fund AuditFree
Annual Fee for bare trustFree
SMSF Compliance ServicesFee (AUD$)
Annual Reports, Tax returnIncluded
Lodgment of  Tax ReturnIncluded
External AuditIncluded
PAYG Instalment AdviceFree
Tax AdviceFree
Pension Administration ServicesFee (AUD$)
Account Based Pension Establishment$220
Pension ConsolidationFree
Lump Sum Payment DocumentationFree
Pension CommutationFree
Pension Assets SegregationFree
PAYG SummaryFree
Other ServicesFee (AUD$)
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.

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