fee and service schedule for self managed super funds
new fund establishment |
inclusive of gst |
||
| new fund (including trust deed) package includes draft trust deed and minutes (original and duplicate), binding death nomination forms, product disclosure statements and indexed superannuation folder includes standard postage |
$440 |
||
end of year compliance administration |
accumulation |
pension |
|
| financial accounts, income tax return and audit for pension funds includes the preparation of the annual pension calculations together with the required minutes Actuarial certificate fee will be disbursed at cost |
from $1650 |
from $1980 |
|
business activity / instalment activity statements |
|||
| preparation and lodgement | $275 per annum |
||
trust deed amendment |
|||
| update – by deed replacement |
$495
(discounts may apply for volume or where other services are provided) |
||
fund structure changes |
|||
| trustee appointment and/or removal | $220 |
||
| member appointment and/or removal | $220 |
||
| change of fund name | $220 |
||
lump sum payment documentation |
|||
| a comprehensive package to deal with lump sum payments including PAYG withholding tax registration (if required) |
$220 per benfit payment |
||
rollover documentation |
|||
| preparation of rollover benefit statement and supporting documentation | $220 per member |
||
pension documentation - account based pension (ABP), allocated pension (AP) or term allocated pension (TAP) including transition to retirement income streams |
|||
| inclusive of: minimum/maximum calculations draft letters and minutes PAYG withholding registration (when under age 60) Tax File Number declaration (when under age 60) advice of PAYG withholding tax (when under age 60) product disclosure statement pension agreement |
$440 per pension |
||
pension documentation - conversion of allocated pension (AP) to account based pension (ABP) |
|||
inclusive of: pension agreement |
$440* per pension (*$220 per pension where multiple conversions or where other services are provided) |
||
superannuation consulting services |
|||
| assistance with all strategic issues related to the operation of a SMSF - charged at an hourly rate subject to client circumstances and may include outsourcing of various components for specialist legal, estate planning and tax advice | $275 per hour |
||
portfolio management system |
|||
| includes set up of existing portfolio and first year license fee | $550 |
||
corporate trustee – sole purpose SMSF trustee company formation |
|||
| documentation includes ASIC lodgement fee of $400 |
$880 |
||
registered office fee |
|||
| inclusive of preparation and lodgement of ASIC company statement excludes ASIC lodgement fee |
$220 per annum |
||