SMSF Fee Schedule

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 $ 1,050.00
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
Individual Tax Return Please call us for a quote.
Annual Company Accounts Please call us for a quote.