| We
have structured our ongoing fees in a way that best fits with
what each client has invested in. We do this by charging based
on the number of investments a client has.
We have found this is a more appropriate way to charge.
Unlike many other SMSF administrators we do not charge a percentage
of your total fund. The size of your account balance is not
a consideration to us.
We believe you’ll be pleasantly surprised when you compare
the level of our services (refer why choose Super Plus in
for new clients on our website) and cost effectiveness.
Why choose Super Plus?
Our base costing is from $88+GST per month, which equals $1,161.60
per annum, plus an annual Audit Fee from $300+GST.
Included in our costs are the following:
-
Daily administration
-
Monthly Bank Account reconciliations (Require a Macquarie
CMA or DDH Graham Money Market account)
-
BAS / IAS / PAYG statements
-
Rollover documentation
-
Year End financial statements
-
Tax return
-
On-line reporting
Many
other SMSF administrators add additional costs for many of
the above services, not Super Plus. For the current pricing
structure that would apply to your fund and for the requirements
we have to help keep the costs down when administrating a
SMSF, please contact us.
OTHER
FEES
| Individual
Trustees SMSF setup (newly formed funds only) –
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: |
From
$385 + GST per pension commenced |
| Transfer
existing fund administration to Super Plus: |
$Nil
– see Note1 |
Actuarial
Certificate:
Account Based Pension /Transition to Retirement Income
Stream
Defined Benefit (annual certificate for whole fund regardless
of pension mix):
|
From
$260 + GST
From $460 + GST
|
| Pension
Administration per pension member: |
$10
+ GST per month |
| ATO
Levy: |
$150pa
for all SMSFs |
| Wind
Up Fee (Depends on fund size) |
From
$280 + GST |
Corporate
Trustee annual administration:
(Super Plus ASIC registered agent – cost for Special
Purpose companies only)
|
From
$110 + GST + Annual ASIC fee |
| Deed
only upgrade (includes minutes and PDS): |
From
$280 + GST |
| Trustee
Appointment / Deed of Appointment: |
From
$300 + GST |
Change
of Constitution for Company
(eg.. changing from General to Special Purpose company)
|
$300
+ GST |
| Company
Power Of Attorney: |
From
$165 + GST |
| Depreciation
claims each direct property: |
From
$170 + GST per annum |
| Instalment
Warrant (Security Trust): |
On
Request |
| QROPS
Registration for SMSF (required for UK transfers): |
$200
+ GST |
| QROPS
Minute paperwork for transfers in (for UK transfers):
|
$180
+ GST per each transfer |
| QROPS
Administration (Iif applicable): |
$10
+ GST per month |
| PAYG/IAS/BAS
Return |
$NIL |
| Adviser
fee calculation & remittance to dealer group: |
$NIL |
| Bank
account change and investment notification: |
$NIL |
Note1: We do not charge any transfer fee but we may charge
a fee that is equivalent to the total of monthly fees from
the latter of the last set of SMSF financial accounts or the
commencement of the SMSF.
For non completed financials and returns for years prior,
and for the current year, we would charge our total standard
annual fee for that years work. We may also charge a fee if
the financials and/or other paperwork are in an unsatisfactory
state and need to be corrected.
*NOTE: Deed, Company constitution, and 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 the drafting or preparation of the documents.
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