| Annual Fixed Fees | Fee (GST Inclusive) |
|---|---|
| Basic Access to SimpleFund360 Fund Tracking Tool Advanced SMSF Package – (Excludes Audit) |
$948/year
|
| Transfer of Current SMSF to Our Platform | No Additional Costs |
| Basic Access to SimpleFund360 Fund Tracking Tool | Free |
| Support for Shares, Crypto, Properties & Unlisted Assets | Free |
| External & Independent SMSF Audit Service | $330 |
| ESA Registration (Yearly) | Free |
| Setup & Administration Services per Your Request | Fee (GST Inclusive) |
|---|---|
| SMSF Setup with Individual Trustees | $330 |
| SMSF Setup with a New Corporate Trustee (Inclusive of ASIC fees) | $880 |
| For Borrowing Only: Bare Trust Corporate Trustee Setup (Inclusive of ASIC fees) | $880 |
| For Borrowing Only: Bare Trust Setup (for Property Purchase) | $880 |
| Accountant Letter/Certification of Trust Deed or ASIC Documents | $110 |
| Rollover Between Super Funds and Preparation of Rollover Statements Using ESA | $110 |
| SMSF Compliance Services | Fee (GST Inclusive) |
|---|---|
| Preparation & Lodgment of Annual Tax return | Free |
| ASIC Agent Services (Corporate Trustee Only) | $220 |
| Phone and Email Support/Liaison with the ATO | Free |
| Auditor Contravention Report (Charged by External Auditors) | $110 |
| Compliance Documents Processing/Printing/Scanning | Free |
| Pension Administration Services (After Age 60, Retirement Phase Only) | Fee (GST Inclusive) |
|---|---|
| Account Based Pension Establishment (including TRIS) | $330 |
| Actuarial Certificate if applicable (after age 60) | $176 |
| Binding Death Benefit Nomination | $165 |
| QROPS (Transferred UK Pension) Administration | $220/year |
| TBAR Lodgment | $220 |
| Pension Commutation or Consolidation | $330 |
| Other Services per Your Request | Fee (GST Inclusive) |
|---|---|
| Winding up an SMSF | $550 |
| Winding up a Bare Trust | $330 |
| Adding or Removing a Member | $550 |
| Changing Trustees (Individual to Corporate $1,210, $550 Vice Versa) | $550 or $1,210 |
| Changing an SMSF Name | $440 |
| SMSF Advisory Services | Fee (GST Inclusive) |
|---|---|
| Assessment of the Eligibility for SMSF Establishment (No Financial Advice) | Free |
| Structure Setup and Advice Costs for Indian Mutual Funds, Shares, and Properties | $1,100 |
| Face-to-face meeting or technical advice | $220/30 minutes |
| Payout due to a Relationship Breakdown or Death of a Member | $550 |
| UK Pension Transfer & Advice | $880 |