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 | $220 |
TBAR Reporting | Free |
Lump Sum Payment Documentation | Free |
Pension Commutation or Consolidation | Free |
Pension Assets Segregation | Free |
PAYG Summary | Free |
Setup Services per Your Request | Fee (AUD$) |
---|---|
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 | $165 |
Adding or Removing a Member | $440 |
Changing Trustees (Individual to Coporate $1,100, $550 Vice Versa) | $550-$1,100 |
Changing an SMSF Name | $330 |
If you have any questions in regards to our fees policies, please feel free to contact us.