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COSTS THAT MAY BE INCURRED IN THE ADMINISTRATION OF YOUR SMSF
(DEPENDANT ON THE STRUCTURE OF YOUR SMSF)

ESTABLISHMENT COSTS

• Individual Trustees SMSF setup – one upfront fixed price: $600 + GST
• Corporate Trustee company only: $712 + GST (Total $742 as no GST on the ASIC fee)
• Corporate Trustee and SMSF setup – One upfront fixed price: $1,312 + GST ($90)
• Pension Establishment – $385 + GST per pension commenced
• Transfer existing fund administration to Super Plus – $ Nil* (see additional notes)

ONGOING ADMINISTRATION COSTS

Notes

• These fees include: Financials, Tax Return, ATO Activity Statements, ETP/Lump Sum payment paperwork (Max 3 per quarter) and Centrelink Schedules. For GST registered funds we complete the GST return and lodge with the ATO. We may reclaim (on applicable expenses) the allowed statutory amount of GST. There may be additional costs for GST registered funds.
• Bank Account not counted as an investment, fee category assessment made each quarter.
• There is a transaction limit of 20 transactions per quarter, transactions in excess of this limit are charged at $8 + GST each. A transaction does not include dividends, distributions, bank interest credits, share buy backs, internal wrap/MDA entered as one investment only, fee payments, pension payments or contributions.
• Fee category assessment is made each quarter, half year or other frequency at Super Plus' discretion.
• The Audit fee may be higher or lower depending upon actual investments/pensions in the SMSF. The transactions internal to the wrap/MDA are not counted in the transaction limit where the wrap/MDA is entered as one investment only.
• Wrap accounts may be recorded for pricing as 5 fixed investments regardless of size and number of investments. See Administration Agreement for full details.
• Non-standard or intensive investments and structures may include an additional cost, eg.. segregation of fund assets, overseas property, instalment warrants, agriculture investments, options/CFD accounts, etc.
• Direct Property (eg Houses, Commercial/Industrial, Business Real Property, Land) are counted as 2 investments for each direct property. If you require depreciation claimed this has an extra cost and we must be advised. Our default position is not to claim depreciation for pension funds or where the client does not provide the depreciation information required for each depreciable asset.
• Further conditions may apply depending on the client's fund. For details of these, please request our detailed information sheet.

PENSIONS ONLY

Pension funds carry an additional fee of $10 + GST per month for each pension member.

Actuarial Certificates:

Allocated and Account Based Pension (1 year certificate): from $260 + GST (only where fund is not solely account based pensions, eg.. Pension account and Accumulation account)

Defined Benefit (annual certificate for whole fund regardless of pension mix): from $450 + GST

Other: by quotation

OTHER FEES – IF APPLICABLE

* Deed, Company constitution, Attorney documents are prepared by a lawyer, Super Plus only provides the information and acts as a facilitator on your behalf. Super Plus is not involved in drafting or preparation of the documents.