Schedule of Fees
Schedule of Fees (ex GST)
Effective July 2016
Trust Deed Services |
|
| New Superannuation Fund Deed with Individual Trustees |
$ 600
|
| New Private Company to act as a Corporate Trustee | $ 400 (Plus current ASIC Fee) |
| ASIC Annual Review, minutes and lodgement fee | $ 40 |
| Trust Deed Review/Amendment |
$ 350
|
| Change of Trustees | $ 380 |
SMSF Administration Services |
|
| Accumulation Fund Annual Fee from |
$ 1800
|
| Quarterly IAS Statement |
$ 40
|
| Annual IAS Statement |
$ 100
|
Services include:
|
|
| Pension Fund Annual Fee from |
$ 1800
|
Services include:
|
|
| Conversion to Pension Mode including Pension Terms |
$ 150 each member
|
| Lump Sum Commutation | Contact Us |
Superannuation Consulting Services |
|
| Joint Venture Agreements | |
Conversion Fee – Existing Fund |
|
| A once off fee to set up fund investment history and members’ entitlements on our administration system |
$120 – $400 |
These fees are estimates only and are dependent upon the provision of
comprehensive records of fund transactions in a timely manner, minimal
share trading and level of investments
