Price Schedule

What is included...

• SMSF establishment documents
• ABN and TFN application for the fund
• Initial audit assistance documentation if required
• $1600 reimbursed back to you from your super after set up

Upfront payment is paid via Paypal at the time of application and paid back to you from your super after you receive your rollover, which is normally approx. 3 weeks from application. 

You should ensure all trustees are eligible to run an SMSF as there are no refunds on the establishment fees. 

If you do not have the $1600 right now, you can borrow the set up costs and have the fund pay the establishment fees back once you receive the rollover, which is usually under 30 days. Interest and other charges may apply and are not payable by the fund* You can compare short term lenders that might be suitable here: https://www.finder.com.au/short-term-loans

 Monthly fees include the following...

• Annual SMSF tax return and lodgement
• Annual SMSF audit
• Annual compliance reviews
• Limit of 1 approved stock trading and 2 approved crypto trading accounts.
• Annual limit of 150 transactions within the fund (transactions include any deposit, trade or withdrawal in any account held by the fund)
• Free annual review (non-advisory)
• No lock-in contract. You can leave the ongoing service at any time and will be refunded 50% of any fees paid so far that financial year.

Monthly fees are automatically debited from the SMSF and are a tax deduction for the fund. The first debit will bring the fund up to date for the financial year. This means the first debit payment will be $140 for each month from July this financial year to the first debit.  

There is no discount for funds only being operational a portion of the year. This is because the cost to do the accounting, compliance and audit are the same regardless of how many months the fund is open for the year.

The government charge an annual fee to have an SMSF. It is called the SMSF Supervisory Levy and is payable at tax time each year. *This figure is an estimate only and is expected to rise with inflation a couple of dollars a year. You pay this twice at your first SMSF tax return, then once per year.

Cost per property held in the SMSF (per annum)

There is an annual limit of 150 transactions per SMSF. Additional transactions are charged at $3.30 per transaction. 

If you trade on more than 1 stock trading platform or 2 crypto exchange platforms, any transactions on other exchanges will attract an additional fee per platform. Also all trading platforms need to be on our approved platform list. 

If you are in pension phase and require an actuarial certificate, they can be supplied for $275 each.

If you require expert tax planning or financial planning advise we can assist. Our network of advisers have saved clients millions in unnecessary tax. Contact us for more information.

Over time the ATO or ASIC may make changes to the superannuation rules requiring an updated trust deed. 

Existing SMSF's can transfer over to us.  

You can add up to 4 members to your SMSF.

If you do not have permanent address you can use for the fund you can use us as a registered address and we will forward all relevant correspondence to you via email.