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ESUPERFUND Annual Fee


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2017 Annual ESUPERFUND Fee

If you apply to establish a SMSF on or before , the 2017 ESUPERFUND Annual Fee is FREE under our current Special Free Offer. Our FREE ESUPERFUND Fee Offer includes attending to the following annual compliance obligations for your SMSF for the 2017 Financial Year:

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    Preparation of an annual Balance Sheet
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    Preparation of an annual Profit & Loss Statement
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    Preparation of annual Member Statements
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    Preparation of annual Trustee Resolutions & Minutes
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    Preparation and Lodgement of an annual Income Tax Return
  •  
     
    Preparation of an annual Audit

This is a saving of .

2018 Annual ESUPERFUND Fee

For the 2018 Financial Year, the ESUPERFUND Annual Fee to attend to the taxation and accounting obligations including the audit for your SMSF is per annum (GST inclusive).  This Fee does not change irrespective of the number of transactions made by your SMSF, the size of your SMSF or the number of Members.  The ESUPERFUND Annual Fee includes attending to the following annual compliance obligations for your SMSF:

  •  
     
    Preparation of an annual Balance Sheet
  •  
     
    Preparation of an annual Profit & Loss Statement
  •  
     
    Preparation of annual Member Statements
  •  
     
    Preparation of annual Trustee Resolutions & Minutes
  •  
     
    Preparation and Lodgement of an annual Income Tax Return
  •  
     
    Preparation of an annual Audit

2019 and Future Years Annual ESUPERFUND Fee

After the 2019 Financial Year, the ESUPERFUND Annual Fee to attend to the taxation and accounting obligations including the audit for your SMSF, will be reviewed annually.  If there is a change to the ESUPERFUND Fee, the change will be notified by ESUPERFUND via this page on our website.  Fee Increases where applied will be in line with our aim to ensure our fees are the most competitive in the market on a continual basis. We note that we have had only two modest fee increases in the past decade. Find out more about our fee history.

Not an Introductory Fee

As detailed above our current low annual fee of per annum does not change irrespective of the number of transactions made by your Superfund, the size of your Superfund or the number of Members. The ESUPERFUND Annual Fee to attend to the taxation and accounting obligations including the audit for your SMSF is not an introductory fee. Our aim is to ensure our fees are the most competitive in the market on a continual basis. Whereas other SMSF providers offer generous first year promotional offers you can be assured our low annual fee will remain low - always.

When is the Annual Compliance Fee Payable?

As outlined above the 2017 Annual Fees to attend to the taxation and accounting obligations including the audit for your SMSF is FREE. The 2018 Financial Year ESUPERFUND Annual Fee to attend to the taxation and accounting obligations including the audit for your SMSF is payable in January 2018. Future Annual Fees after the 2018 Financial Year are payable each 12 month anniversary thereafter, in January each year.

Example:

For example if you establish your SMSF on or before , your annual fees will be as follows:

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    2017 Financial Year FREE
  •  
     
    2018 Financial Year Annual Fee Payable 15 January 2018
  •  
     
    2019 Financial Year Annual Fee Payable 15 January 2019

and so on ..

Who Pays the Annual Fee?

Importantly your SMSF will pay the ESUPERFUND Annual Fee to attend to the taxation and accounting obligations including the audit for your SMSF of from the Transaction Bank Account established for your SMSF. An authority to make the payment annually is included with the Establishment Package for signing, meaning that the payment will occur automatically each year from your Fund's Transaction Bank Account.

Important Information

When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy , Company Trustee Setup Fee (where applicable) , and Investment Fees .

Special FREE Offer – Limited Time Only

Our FREE First Year Offer applies only to New SMSF applications submitted on or before . For example if you apply online on or before , however your SMSF is established after that date you will still qualify for our FREE First Year Offer.

Find out more about SMSF Setup Process.


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