Are you ready to take control of your super?

You don't have to be fabulously rich to do it. We make it easy and cost effective with our flat fee one time set up cost and fixed administration and compliance fees.

 

When you have made a decision or consulted your Financial Planner to set up your own SMSF, you can choose an option below and fill out a simple form to get started setting up your SMSF.

 

SMSF with individual trustees

$500*

Let's get started!

SMSF with corporate trustee

$1250*

Let's get started!

*Includes Trust Deed, All statutory documentation, Company constitution (only for Corporate trustee pacakage). All superannuation fund deeds are prepared by specialist legal professionals. Included are all necessary statutory documentation such as Minutes, Members documentation etc, ABN registration for superannuation entities and all documentation. Delivered electronically. Physical devliery by post attracts additional charges.

Our annual fixed fee packages make administration and compliance of your Self Managed Super Fund simple

To transfer your current administration and compliance click here
Are you an accountants or financial planner? To receive professional partner fee packages contact us

 

Super
Simple

from
$550*per year

ACCUMULATION ONLY

UP TO

1 bank account

Less than 75 transactions

Pension phase? Ask us

 

Basic

from
$990*per year

ACCUMULATION ONLY

UP TO

2 bank accounts

200 transactions1

10 assets2

Pension phase? Ask us

Active

from
$1,640*per year

ACCUMULATION & PENSION

UP TO

Unlimited bank accounts

300 transactions

50 assets

2 properties/related3 Unit trust

Advanced/GST

from
$2,640*per year

ACCUMULATION & PENSION

UP TO

Unlimited bank accounts

Unlimited transactions

Unlimited assets

BAS Preparation

 

*Included: Financial Statements, Member Statements, Tax return. All fees above are GST inclusive.
*Not Included: Financial Advice, Audit, Actuarial, Tax Advice.
1. Greater than 200 transactions $2 per transaction.
2. $200/Rental property if assets include rental property. Limited to 1 rental property.
3. More than 2 rental properties $200/Rental Property.

Additional fees

  • Pension commencement: $165 Excluding financial planning fees
  • Audit: $340 - 660 Subject to change - provided by independent 3rd party
  • Actuarial: $200 Subject to change - provided by independent 3rd party
  • Rollout/Wind-up: Quoted on request
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Given Name *
Middle Name
Last Name *
Daytime contact number *
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Details of your current Accountant/Fund administrator

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Daytime contact number *
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I would like to transfer: We will contact you first and only contact your accountant/administrator if you agree with our engagement.
I want to continue with my current accountant/SMSF administrator.

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