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Fees
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July 2010/11 Schedule of Fees
| Self Managed Super Fund set up service (corporate trustee) |
$880 |
| Self Managed Super Fund set up service (individual trustee) |
$350 |
| Premium On-line Portfolio Administration Service pa * |
$2,200 |
| Annual Accounting, Tax & Audit Service |
$1,650 |
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Other Services
| Hourly consultation |
$250 |
| Additional account-based pension commencement |
$330 |
| Pension reconstruction (same day commutation and re-commencement of a single account-based pension) |
$330 |
| Centrelink documentation |
$220 |
| Preparation and lodgment of Business Activity Statement |
$220 |
| Preparation and lodgment of Instalment Activity Statement |
$220 |
| Preparation and lodgment of PAYG Payment Summary Statements & Payment Summaries |
$220 |
| Preparation and lodgment of Annual GST Returns |
$330 |
| Actuary certification account-based tax certification |
$350 |
| Defined Benefit tax & solvency certification |
$550 |
| Trust Deed amendment |
$270 |
| Trustee/member appointment/removal |
$270 |
All fees include GST
* These fees are subject to:
- The fund being a complying fund and not being in breach of the SIS Act and not requiring a qualified audit report
- An additional fee of $330 for each non standard assets. Non-standard assets include but are not limited to direct property, unlisted unit trusts, collectables, agricultural investments, unlisted public company shares, private company shares.
- Additional $550 for funds with segregated assets
- Additional $550 for funds with assets in both accumulation and pension phase
- All required information being supplied before work has commenced. An additional fee of $250 will be charge each time we need to contact you to obtain information you failed to provide us.
- We reserve the right to charge additional fees if transaction volumes are significantly high
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