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Fee Schedule

Annual Fixed Fees Fee (GST Inclusive)
SMSF Annual Fee – Audit Included $1,056/year
Existing SMSF Transfer Free
BGL SimpleFund360 Software (Basic Version) Free
Administration of  shares, Cryptocurrencies, Properties & Non-data fed assets, etc. Free
SMSF Audit (Independent & External) Included
Setup Trust Deed and Investment Strategy Free
SMSF Compliance Services Fee (GST Inclusive)
Preparation & Lodgment of Annual Tax return Included
SMSF Mail-house Free
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 (Inclusive of ASIC fees) $880
Bare Trust Corporate Trustee Setup (Inclusive of ASIC fees) $880
Bare Trust Setup (for Property Purchase) $880
Electronic Service Address (ESA) Free after the initial rollover
Rollover Between Super Funds and Preparation of Rollover Statements Using ESA  $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.

 

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