Fees

We keep our fees competitive.

Our fees are charged on a fixed fee basis. We do not charge our fees on an nhourly rate basis which rewards inefficient operators or on a percentage of assets which has no relationship to real costs of our service to you. You will know in advance the costs to your superfund.

We also keep our fees low. How?

  • We have in place rigorous internal processes and procedures utilizing computer technologies to deliver the benefits of high productivity which are shared with you.
  • All our accountants possess self managed superfund specific accounting and tax knowledge, expertise and skill..

Our fee schedule:

Establishment
Establishing new fund $165 (excluding deed)
Transfer of existing fund $330
Deed $430 per Deed
Corporate Trustee $748
Bringing existing fund up to date $122 p.m.
Ongoing
Administration & Accounting Fees $122 p.m. (average)
Termination Fee $Nil if transferred to other administration service.Wind up an existing fund $330
Audit Fee (external independent auditor) $385
Tax Return $253 p.a. plus ATO fee of $180 p.a.
Quarterly BAS $66 per quarter
Establishment of Pension $330
Actuarial Certificates (if required) $160

*Fees are subject to change. Any changes to rates will be advised to you before commencement of services; otherwise the most recently advised rates will apply.