Fee Schedule
| Getting Started | |
|---|---|
| Establishment | FREE* |
| Trustee Company | $990 |
| Existing Fund Transfer | FREE** |
| Up & Running | |
|---|---|
| Take Control | $125/month |
| More Flexibility | $200/month |
| Total Peace of Mind | $275/month |
| From Time to Time | |
|---|---|
| Actuarial Certificate | $165 per certificate |
| Centrelink Schedule | $75 per Schedule (Couples included) |
| Corporate Secretarial | $220 per annum |
| GST Registered Funds | $150 per annum |
| Investment Strategy Builder - Facilitated | $195 per Strategy & Meeting |
| Investment Strategy Builder- Online | $95 per Strategy |
| LRBA - Bank Lending (includes company trustee and trust docs) | $1650 |
| LRBA - Related Party (includes company trustee and trust docs) | $2050 |
| Miscellaneous Accounting | $220 per hour |
| Pension Establishment | $250 per pension |
| Roll Over Documentation | $220/Roll Over |
| Trust Deed replacement/amendment | $330 per Deed |
| All Prices Include GST | |
When do you Pay Fees?
Get Started – Complete the Online Supervision SMSF application and Supervision will arrange with you payment of the one off establishment fee if you require a corporate trustee. Transfers of Existing SMSFs with outstanding returns and audits will be subject to fees for the years Supervision is requested to complete. Please ask for a quotation on prior years today by contacting us here.
Up & Running – Your SMSF pays the applicable monthly fees on a designated day each month. Choose the package that suits your investment strategy.
From Time to Time – If your SMSF needs extra accounting and administration work listed in that section of our fee schedule, your SMSF will be required to pay for that service. If the activity is not listed on the fee schedule a quotation will be given before any work takes place.
About our Fee Schedule
Please note that the fees and charges quoted above are the fees your SMSF will pay to Supervision SMSF only. Supervision SMSF is not in a position to quote you for every fee that an SMSF will encounter in its first year or beyond because every SMSF is different and the amount and frequency of those fees vary from SMSF to SMSF. The ATO Supervisory levy is a compulsory fee for all SMSFs regardless of the administration or accounting company you choose. Constant changes to the levy and its calculation method have made a quotation here impossible. To check the amount of the levy payable at the source, please click here
Call us to get a Quotation
You may have some questions about our fees, we would like to talk to you and give you a quote, call us on 1300 693 863 or use the button to make an appointment.