Fee Schedule
Setting Up
- SMSF Individual Trustee
- SMSF Trustee Company
- Existing Fund Transfer
- $220
- $880
- $220**
Services Fees
- Bronze
- Silver
- Gold
- $1,100 per annum
- $1,550 per annum
- $2,550 per annum
Maintaining Your SMSF
- Pension Establishment
- Actuarial Certificate
- ESA Provider
- GST Registration
- Trust Deed Replacement
- $550 per pension
- $220 per certificate
- $44*
- $110
- $330 per deed
- SMSF Compliance Breach
- Bare Trust Setup
- Adding or Removing Fund Members
- ATO Queries
- SMSF Windup Fee
- $330 – $2,200
- $1,550
- $990
- $55
- $2,200
Maintaining Your SMSF
- Pension Establishment - $550 per pension
- Actuarial Certificate - $220 per certificate
- ESA Provider - $44*
- GST Registration - $110
- Trust Deed Replacement - $330 per deed
- SMSF Compliance Breach - $330 – $2,200
- Bare Trust Setup - $1,990
- Adding or Removing Fund Members - $770
- ATO Queries - $55
- SMSF Windup Fee - $2.200
Annual Regulator Fees (2023/2024)
-
Asic Super Trustee Renewal
Fee– $63
-
Asic Property Trustee Renewal
Fee– $296
-
ATO Supervisory Levy
– $259 paid with your tax
What is included at No cost in the establishment process:
- SMSF Trust Deed – provided that you maintain your account for 12 months
- ABN/TFN Application
- Bank Account Application
- SMSF Deed Setup
- Electronic Service Address Setup
Note: An early break fee of $1,550 is payable if the 1st years administration is not completed
My SMSF Transfer Service
- Free online account
- Review of your existing fund documents
-
Financials/SMSFAR/ Deed and setup documents
– $220
Note: An annual administration fee applies for the services we provide to your fund
Fees you need to pay ?
SMSF Set Up
- When you complete our online application the one off establishment fee of $880 is due if you require a corporate trustee or $220 for an Individual Trustee SMSF.
- Transfers of Existing SMSF’s with outstanding returns and audits will be subject to our annual administration fee, depending on the package you select and a once off fee of $220
- Please view our service packages
OCCASSIONALY EACH YEAR
If your SMSF needs to do something additional such as vary the SMSF deed, add a Pension or query an ATO instalment or correspondence, which attracts a one off fee. Refer to the schedule above.
ANNUALLY – ( Every Year)
Your SMSF pays our annual administration fee starting at $1,100 ( Bronze Care SMSF), which is billed to your SMSF account for Tax, Audit and Online Services provided by My SMSF
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