| Services 2017 – 18 | Fees |
|---|---|
| SET UP | |
| Setup SMSF | Free when you order 1st Year Annual Administration |
| Setup Corporate Trustee | $ 800.00 |
| Update Trust deed | $ 245.00 |
| Change of Trustee | $ 395.00 |
| Custodian/Bare Trust deed | $ 350.00 |
| Members Loan agreement | $ 350.00 |
| Set up Custodian Trustee | $ 800.00 |
| Annual Administration | |
| EOY Annual Administration upto 12 investments, 2 members | $ 1,060.00 |
| Each Additional investment | $ 25.00 |
| Trading Wrap Account (treated as 8 investments) | |
| Real Estate (treated as 3 investments) | |
| Real Estate with LRBA (treated as 8 investments) | |
| Third & Fourth Member | $100 per member |
| Fund Paying a pension to one or more members | $150 per member receiving pension |
| Actuarial Certificate – Unsegregated Pensions | $ 220.00 |
| Defined benefit Pension Certificate | $ 495.00 |
| Defined benefit Pension (where pension was commuted) | $ 760.00 |
| EOY transfer from another Accountant | FREE |
| Winding up fee | $ 300.00 |
| Audit Only Service | |
| Audit Only | $ 525.00 |
| Other related services | |
| Business Activity Statement (BAS) | $ 100.00 |
| Separating Member Assets (Segregated account) | $ 350.00 |
| Lodge NIL Tax Return (Credit setup fee) Ref: Policy_Credit | $ 150.00 |
| Lodge RNN (Return not necessary) (Credit setup fee) Ref: Policy_Credit | $ 150.00 |
| Prepare Centrelink Schedule for Pension | $ 100.00 |
| PAYG if prepared separately (no extra charge if done with EOY) | $ 100.00 |
| Any other activity or service – minimum half hour | $200 phr |
| Corporate Registry Service | $ 150.00 |
| Pension set up for under 60 yrs old | $ 195.00 |
| Pension set up for over 60 yrs old | Free |
| Other Services |
