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 |
| 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.