Price list

Our clients pay flat rate establishment and ongoing administration fees which are based upon the transactions volume in the fund.

Administration services for SMSF

                                                                                         Monthly            Annually 



Low volume management ..................................... $ 192.50               $ 2310.00
(low activity ; one bank account )

Medium volume management ...........................    $ 265.10               $ 3181.20
(medium share movement; 2 bank accounts)

High volume management .................................      $ 337.70              $ 4052.40

(large share movement ; more than 2 bank accounts)

Above prices include : accounting , taxation and all compliance requirements 

 

NEW SMSF with corporate trustee ....................... $ 2078.50

(includes company set up cost and our application package for new SMSF)



NEW SMSF with individual trustees .......................$ 1015.00
( includes our application package for new SMSF)
 

Establishment cost for new funds

Set up costs for established funds 

Low volume management ......................................... $ 450

Medium volume management .................................  $ 650

High volume management .........................................$ 850



All our prices include GST

The above prices do not include :

- an annual audit fee of $ 440

- an ATO levy of $ 200

- an actuarial certificate for non segregated pension accounts of $ 233

The above prices are subject to change without notice