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Schedule of Fees

Schedule of Fees (ex GST)

Effective July 2019

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 $ 50
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
$ 110

Services include:

  • Preparation of Financial Statements
  • CGT Calculations
  • Profit Distributions
  • Preparation of Member Statements
  • Preparation of Investment Schedules
  • Preparation and Lodgement of SMSF Annual Return
  • Independent Audit of the Fund
  • Compliance Review and Preparation of required compliance documents
Pension Fund Annual Fee from
$ 1800

Services include:

  • All those listed above, plus
  • Calculations re tax free income
  • Recalculation of Minimum and Maximum Pension payments
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

Self Managed Super Funds