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Pricing
Initial Establishment Cost
- $880.00 – Once Off
- $695.00 – Additional Cost When a Corporate Trustee Is Required
We will complete all relevant paperwork required to establish a compliant self managed super fund (SMSF). We will apply and establish the Tax File Number (TFN) and (ABN) for your new SMSF and included is the establishment of an appropriate bank account. At the end of the process you will have an SMSF Deed, trustee resolutions and also included is complete assistance in consolidating and Rolling-over all your money from other superannuation funds to your new SMSF, ready for investing.
Gearing Package (includes: Holding/Bare trust, Corporate trustee company, Compliance letter incl., Trustee minutes)
- $2,490.00 – Once Off
Ongoing SMSF Administration and Reporting Facility Costs
The SMSF Administration and Reporting Facility (Tax returns, Audits, minutes, mailbox service, member reports, online portfolio updated daily and a Guarantee that your fund will always be compliant) follows a tiered fee structure based on the aggregate gross asset value held within the SMSF. The fees for each tier are fixed and the number of transactions is unlimited.
| SMSF Gross Asset Balance | Yearly Fee (Inc. GST, billed Monthly) |
|---|---|
| $250,000 or under | $2,400 |
| $500,001 – $750,000 | $3,060 |
| $750,001 – $1,000,000 | $3,720 |
| $1,000,001 – $2,000,000 | $3,720 |
| $2,000,001 – $3,000,000 | $3,720 |
| $3,000,001 – $4,000,000 | $4,680 |
| $4,000,001 – $5,000,000 | $4,680 |
| Property Holding Trust Admin Fee | $792 |
Disbursements for SMSF’s – An annual audit fee will be payable to the independent auditor as well as a supervisory levy to the Regulator. The fee is expected to be between $330 and $550. Additionally should the Fund be paying pensions, actuarial review fees may apply.
Service Inclusions
| Service | Inclusions |
|---|---|
| Mail house | |
| Scanned documents library | |
| Daily administration | |
| Online access | |
| Daily bank account reconciliation | |
| Preparation of rollover paperwork | |
| Investment purchases | |
| Investment sales | |
| Dividend processing | |
| Managed fund distributions | |
| Interest income | |
| Expense allocation | |
| Corporate actions | |
| Investment re-valuations daily | |
| Asset allocation tracking | |
| Specific asset performance | |
| Capital gains maintenance | |
| Cash flow reporting | |
| Member account balances | |
| SIS – super compliance monitoring | |
| Monitoring compliance with Trust Deed | |
| Monitoring compliance with legislation | |
| Maintenance of trustee and member records | |
| Contribution monitoring and reporting | |
| Calculating and reporting benefits | |
| Pension establishment and ongoing payments | |
| Lump sum payments | |
| Benefit monitoring and reporting | |
| Provision of electronic data file to accountant | |
| Financial statements | |
| Preparation and lodgment of Income Tax return | |
| Facilitation of audit |
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