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Fee Schedule - New SMSF Setups


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Special Free Offer $
SMSF Establishment (for details click here) FREE
First Year ESUPERFUND Fee incl. Accounting, Tax Return & Audit (for details click here) FREE
ESUPERFUND Annual Fee after Special Free Offer $
ESUPERFUND Annual Fee incl. Accounting, Tax Return & Audit (for details click here) incl. GST
Pension Fees $
Simple Account Based Pension Establishment FREE
Simple Account Based Pension Annual Compliance FREE
TRAP Pension Establishment FREE
TRAP Pension Annual Compliance FREE
Ceasing a Pension (Pension Roll Back) FREE
Annual Pension PAYG Summary FREE
ETP Lump Sum Withdrawal Document FREE
Actuarial Certificate CLICK HERE
Member and Trustee Changes $
Adding a Trustee FREE
Adding a Member FREE
Removing a Trustee FREE
Removing a Member FREE
Other Services $
Death Benefit Agreement FREE
Income Activity Statement FREE
Taxation Queries FREE
Administration Queries FREE
Exit Fees FREE
Trust Deed Update CLICK HERE
Property Loan Fees CLICK HERE
Non ESUPERFUND Fees $
ATO Annual Supervisory Levy (payable by all SMSFs)
Company Trustee Setup Fee CLICK HERE
ASIC Fee for Company Trustee CLICK HERE
Investment Fees CLICK HERE

* For more information please read our Terms & Conditions and Financial Services Guide.


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