Establishment of Self Managed Superannuation Fund
Trust Deed with Individual Trustees
Trust Deed with Corporate Trustee
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.
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
Simple Super™ product
Our Fee On A Transaction Basis (for Accumulation Mode)
|Number of Investments||Accounting Fees||Audit 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.