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New SMSF - Fee Schedule

The ESUPERFUND Schedule of Fees are detailed below:                              
SMSF Establishment FREE
SMSF Annual Compliance (including Audit)  $699 
Simple Pension Establishment FREE
Simple 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 
Property Loan Warrant Documentation  FREE 
Binding Death Nomination FREE
Taxation Advice FREE
Income Activity Statement  FREE 
Email Queries  FREE 
Phone Queries  FREE 
Exit Fees  FREE 
ATO Supervisory Levy (payable by all SMSFs) $150

 

For more information on how to establish a New SMSF with ESUPERFUND click here.