SMSF Fees

Establishment of Self Managed Superannuation Fund

The above fees include applications for Australian Business Number (ABN) and Tax File Number (TFN).

Financial Accounts and Income Tax Returns

Our fees are based on the time taken to prepare the financial accounts and income tax return.

The more transactions a fund enters into, the more time is required to complete the financial accounts and income tax return and accordingly the higher the fee, i.e. purchase of shares, sale of shares, receipt of dividends, payments to members, contributions by members, contributions from the employer etc.

Simple Super™

Do you qualify for our Simple Super™ product?

We describe simple super as a fund with minimum transactions:

  • cash at bank (cheque / savings account)
  • no contraventions of the SIS act

Our Fee On A Transaction Basis (for Accumulation Mode)

Number of Investments Accounting Fees Audit Fee
(estimate only)
Total Fee
01 – 04 $795.00 $400.00 $1,195.00
05 – 10 $995.00 $440.00 $1,435.00
10 – 15 $1,395.00 $550.00 $1,945.00
15 – 20 $1,895.00 $660.00 $2,555.00

Additional charges may apply for share consolidations, demergers, takeovers and multiple pension accounts.

We suggest that if your fund has more than 20 investments or holds property, you contact us to discuss the funds income and assets in order to provide a fee estimate.

 

Super Accountants provides accounting and taxation services from three offices in Melville, Rockingham and West Perth and we invite your enquiry.

West Perth location - Super Accountants

Suite 5, 1200 Hay Street
West Perth WA 6005
Australia

Melville location - Super Accountants

Suite 2, 527 Canning Highway
Melville WA 6156
Australia

Rockingham location - Super Accountants

Suite 1, 11 Robinson Road
Rockingham WA 6168
Australia