SMSF Administration
| Full Year Administration Fees (Direct Debit to the SMSF bank account) |
Starter | Investor | Pensioner |
|---|---|---|---|
| Monthly Fee (Incl. GST) | $110.00 | $165.00 | $192.50 |
| Annual Fee (Incl. GST) This fee is charged from 1st July to bring accounts up to date of transfer |
$1,320.00 | $1,980.00 | $2,310.00 |
| What is included | |||
| Independent Audit of SMSF | |||
| Annual SMSF Trust Deed Update ASIC compliance - Annual review reminders and all corporate Actions | |||
| Financial Advice to Set Up SMSF / Commence Pensions / LRBA ? Wind Up SMSF’s | No Financial Advice is offered | ||
| ASX Listed Shares & Listed Managed Funds | 30 | 50 | Unlimited |
| Unlisted Shares & Managed Funds | No | 10 | Unlimited |
| Number of Residential Properties Included |  |
1 | 2 |
| Members in Pension phase | |
|
 |
| Pension Monitoring and TBAR Lodgements | N/A | N/A | |
| Ceasing a Pension - Pension Rollback | N/A | N/A | |
| Pension PAYG Payment Summary | N/A | N/A | |
| Options | |||
| Bare Trust Deed - To assist SMSF to borrow | $660 | ||
| Corporate Trustee of Bare Trust Deed (Including $611 ASIC Fees and printing & courier of documents) |
$990 | ||
| Stamping of Bare Trust Deed (NSW Stamping fees is $750) |
$660 | ||
| Set up of Fixed Unit Trust - 13.22c Trusts | $660 | ||
| Government Fees | |||
| ASIC Annual Review Fees | $63 | $63 | $63 |
| ATO Supervisory Levy - Paid to ATO | $259 | $259 | $259 |