Thursday 23 February 2012
Fee Schedule

Promotional Offer $
SMSF Establishment (for details click here) FREE
2012 Annual Compliance including Audit (for details click here) FREE

SMSF Annual Compliance Fee after Promotional Offer $
Annual Compliance including Audit (for details click here) $699 pa
ATO Supervisory Levy (payable by all SMSFs) $180 pa

Pension Fees $
Simple Account Based Pension Establishment FREE
Simple Account Based Pension Annual Compliance FREE
TRAP Pension Establishment FREE
TRAP Pension Annual Compliance FREE
Merging Accumulation & Pension Accounts FREE
Merging Multiple Pension Accounts FREE
Ceasing a Pension (Pension Roll Back) FREE
Annual Pension PAYG Summary FREE
ETP Lump Sum Withdrawal Document FREE

Member and Trustee Changes $
Adding a Trustee FREE
Adding a Member FREE
Removing a Trustee FREE
Removing a Member FREE

Other Services $
Binding Death Nomination FREE
Taxation Advice FREE
Income Activity Statement FREE
Taxation Queries FREE
Administration Queries FREE
Exit Fees FREE

Click here to see how our Fees compare to the Market for these services.

apply now

 

General Advice Warning

The contents of this website are of a general nature only and have not been prepared to take into account any particular investor's objectives, financial situation or particular needs. Where this publication refers to a particular financial product then you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision about whether to acquire the product. We also recommend that you should seek professional advice from a financial adviser before making any decision to purchase any financial product referred to on this website. While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions.