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