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 Self
Managed Super Funds |
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: $700 + GST (Total $730 as no GST
on the ASIC fee)
• Corporate Trustee and SMSF setup – One upfront fixed price:
$1,300 + GST ($90)
• Pension Establishment – $385 + GST per pension commenced
- Account Based Pensions and Transition to Retirement Pensions
• Transfer existing fund administration to Super Plus – $
Nil* (see additional notes 2 & 3)
ONGOING ADMINISTRATION COSTS
| STANDARD PRICING SCHEDULE | ||||
NO.
INVESTMENTS *see Wrap Note |
MONTHLY ADMIN FEE |
ESTIMATED
ANNUAL AUDIT FEE |
TOTAL
ANNUAL FEE |
|
| 1-2 INVESTMENTS | $88
+ GST |
$310
+ GST |
$1,366
+ GST |
|
| 3-7 INVESTMENTS | $100
+ GST |
$350
+ GST |
$1,550
+ GST |
|
| 8-13 INVESTMENTS | $125
+ GST |
$385
+ GST |
$1,885
+ GST |
|
| 14-20 INVESTMENTS | $145
+ GST |
$410
+ GST |
$2,150
+ GST |
|
| 21-26 INVESTMENTS | $170
+ GST |
$430
+ GST |
$2,470
+ GST |
|
| 27-34 INVESTMENTS | $195
+ GST |
$440
+ GST |
$2,780
+ GST |
|
| 35-41 INVESTMENTS | $230
+ GST |
$450
+ GST |
$3,210
+ GST |
|
| 42 or more INVESTMENTS | POA |
POA |
POA |
|
- These fees include: Financials, ATO Activity Statements, ETP/Lump Sum payment paperwork and Centrelink Schedules. For GST registered funds we complete the GST return and lodge with the ATO. 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, fee payments, pension payments or contributions.
- The Audit fee may be higher or lower depending upon actual investments/pensions in the SMSF.
- 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, 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.
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): from $245 + 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 $454 + GST
Other: by quotation
OTHER FEES – IF APPLICABLE
| ATO Levy: | $150pa from 01/07/07 all SMSFs |
| Wind Up Fee (Depends on fund size) | From $280 + GST |
| Corporate
Trustee secretarial fee: (Super Plus ASIC registered agent – cost for Special Purpose companies only) |
From $110 + GST + ASIC fee |
| Deed only upgrade (includes minutes and PDS): | From $265 + GST |
| Trustee Appointment / Deed of Appointment: | From $280 + GST |
| Company Power Of Attorney: | From $150 + GST |
| Depreciation claims each direct property: | From $150 + GST per annum |
| QROPS Registration & Minutes (UK transfers): | $200 + GST |
| QROPS Administration additional (If applicable): | $10 + GST per month |
| Adviser fee calculation & remittance to dealer group: | $NIL |
| Bank account change and investment notification: | $NIL |
* 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.
