Fees

We keep our fees transparent.

Our fees are charged on a fixed fee basis. We do not charge base on time. We keep our fees transparent. You know in advance the costs to your SMSF.

Fees are inclusive of GST.

Compliance services (accounting and tax return)

Annual compliance service

Annual

Year-end financial accounts, audit and tax lodgement. Value for money service.


$1,295 (inclusive of GST)
per financial year

Annual financial reports, member benefits statement, detailed investment reports
SMSF Annual return (tax return)
Audit by external independent approved auditor (included in our fee)
Technical advice and guidance
SMSF paying pension/ income stream
(charge once regardless of the number pension accounts)
+295
Actuarial certificate
+110

Additional fees may apply for:

  • Non-standard assets such as derivatives trading, collectables, in-house assets, private unit trust, private unlisted company, real property.
  • Contravention of SIS Act/ Regulations.

Premium SMSF service

Premium

Ongoing administration and reconciliation, online access 24/7. Includes annual year-end compliance.

$1,680 (inclusive of GST)
per financial year

Ongoing administration and reconciliation of SMSF's transaction data
Monthly reconciliation
Secure online access to your SMSF's financial information, including member benefits details, contributions, pensions paid and investment information
Annual financial reports, member benefits statement, detailed investment reports
SMSF Annual return (tax return)
Audit by external independent approved auditor (included in our fee)
Technical advice and guidance
SMSF paying pension/ income stream
(charge once regardless of the number pension accounts)
+295
Actuarial certificate
+110

Additional fees may apply for:

  • Non-standard assets such as derivatives trading, collectables, in-house assets, private lending, private unit trust, private unlisted company, real property.
  • Contravention of SIS Act/ Regulations.
Set-up SMSF
Set-up new SMSF
Once-off fee for set-up of new SMSF (including SMSF trust deed and associated documentation)
SMSF with individuals as trustees $385
SMSF with corporate trustee $1,200 Includes the incorporation of new special purpose trustee company.
Documentation
Fund deed update $330 Update of SMSF trust deed.
Change of trustee/ director and/or member $330 Appointment/ removal of trustee/ director and/or membership deed and documentation.
Real property borrowing arrangement (bank loan)
  • Set-up of LRBA Security/ bare trust, LRBA Corporate trustee
$1,595 Real property borrowing structure (Security/ bare trust deed, incorporation of a new trustee company and associated documentation).

The documentation is accepted by all major banks and lenders. In the unlikely event where amendments are requested by a lender, no additional fee will apply for us to arrange for the amendments.

Where the loan is from a related party, the related party loan agreement will meet the requirements of PCG2016/5 (ATO safe harbour).
Real property borrowing arrangement (related-party loan)
  • Set-up of LRBA Security/ bare trust, LRBA Corporate trustee
  • LRBA related party loan agreement, complies with PCG2016/5
$2,375

Download

Download our schedule of fees.

Accounting & tax services fee schedule

Other services (incl SMSF set-up) fee schedule

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