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Our Fees

  • Annual Administration Fees (*Accounting/Tax Return Preparation/Audit/Minutes) are:

    • Small fund (< 60 transactions) $1,500 + GST
    • Medium fund (60 – 100 transactions) $2,500 + GST
    • Large fund (100 – 200 transactions) $3,500 + GST
    • Funds in excess of 200 transactions – separate quote required
  • SMSF Establishment Fees include:

    • SMSF (with Individual Trustees or Existing Corporate Trustee) $699 incl. GST
    • SMSF (with Corporate Trustee) $1,634 incl. GST

  • Annual financial statement preparation:

    Preparation of Financial Statements for the Superannuation Fund for the financial year in accordance with Accounting Standard AAS25.

  • Tax Return preparation:

    Attending to preparation and lodgement of the Income Tax Return for the Fund.

  • Audit preparation:

    Audit of the Superannuation Fund in compliance with Australian Auditing Standards and the Superannuation Industry Standards Act.

  • Associated Minutes:

    Attending to documentation to enable the fund to remain compliant, including s82AAT and member notices where required.

  • Other Fees include:

    At the request of your Financial Planner, or our preferred Financial Planner, Elston, we can provide the required documentation for the following to meet your compliance requirements:

    • Commencement of a Transition to Retirement Income Stream (TRIS) on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances)
    • Commencement of an Account Based Pension on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances).
    • Attending to the preparation of an Investment Strategy for the Fund $250 + GST. This fee is charged by our preferred Financial Planner, Elston to perform this service.

    Including:

    • Trustee Resolution regarding the pension entitlement
    • Pension request letter
    • Product Disclosure Statement
    • Retirement Statutory Declaration
  • Personal Income Tax Returns:

    In relation to the preparation of your personal Income Tax Returns, we advise that as SMSF Assure is an on-line DIY Self Managed Superannuation Fund service we would not attend to the preparation and lodgement of these returns. Our parent accounting practice Charter Partners would attend to this service. A quote from Charter Partners for the preparation and lodgement of your Income Tax Returns can also be provided upon request.

  • Company Secretarial Service:

    Our parent accounting practice, Charter Partners, can offer their services as Registered Office for corporate trustees of SMSF Assure Superannuation Funds for the annual fee of $165 (incl. GST). Our company secretarial package encompasses a range of compliance and administrative matters to ensure your corporate trustee is and remains compliant with the corporations Act 2001. To read more about what is included in this package please click here.

TERMS & CONDITIONS

SMSF Assure is not licensed to provide financial product advice. A Self Managed Superannuation Fund is a financial planner product. We strongly recommend you consider obtaining personal advice from a licensed person before making a decision on Self Managed Superannuation or any financial product. SMSF Assure can arrange competitive fee for service limited advice on Self Managed Superannuation and other financial products. Please contact us for more details.

BRISBANE OFFICE

ABN: 18 406 608 936

Telephone: 1800-550-135

Brisbane Office: Suite 5.03, 303 Coronation Drive, MILTON, QLD, 4064

Postal: PO Box 1537
MILTON, QLD 4064
Email: admin@smsfassure.com.au

GYMPIE & BUNDABERG OFFICE

Gympie Office: 28 Excelsior Road
GYMPIE QLD 4570

Postal: PO Box 324
GYMPIE QLD 4570

Bundaberg Office: 4/290 Bourbong St.
BUNDABERG WEST QLD 4670

Postal: PO Box 1680
BUNDABERG QLD 4670

Email: info@smsfassure.com.au

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