Products & Services
Below is a complete list of our products and services,
for more detail of what is included in our Administration Services click here.
| Products & Services | Annual Fee $ | Per Month $ |
| Ongoing service | 1,950 | 162.50 |
| Complex (Options/Warrants/>$3m assets/>3 properties) | POA | |
| Independent audit review | 495 | |
| SMSF with Individual Trustees | 1,850 | |
| SMSF with Corporate Trustees | 2,499 | |
| New Company Trustee | 1,000 | |
| Property Trust (Bare Trust) | 995 | |
| Property Trust Amendment (Bare Trust Amendment) | 550 | |
| Related Party Loan Agreement | 995 | |
| Reprinting and Posting of Establishment Documents | 110 | |
| Trustee/Member Appointment/Removal | 360 | |
| Trust Deed Amendment | POA | |
| Change of Trustee | 550 | |
| Account-based Pension Commencement | 550 | |
| Pension Recommencement (same day service) | 550 | |
| Actuary certificate | 350 | |
| Documentation per withdrawal (member over age 60) | 85 | |
| Documentation per withdrawal (member under age 60) | 195 | |
| Fund Wind-Up (including all rollover documentation) | 990 | |
| Rollover Documentation (transfer in/transfer out) | 195 | |
| Amendments to Financial Statements | 370 | |
| Provision of Replacement Financial Statements | 110 | |
| Binding Death Nominations and SMSF Minutes | 110 | |
| Assisting with Investment Strategy Template | 110 | |
| Providing documents to a new SMSF Administrator | 110 | |
| Audit Contravention Report | 605 | |
| Assisting with Matters of Non-Compliance or ATO Audit | POA |
Notes: The fees quoted in this Schedule (excluding ATO Supervisory levy) include Goods and Services Tax (GST).
Nonstandard assets include but are not limited to: Direct real property, property options, collectables, private unit trusts, unlisted public company shares, private company shares and agriculture. The fee is payable on initial purchase or transfer into the SMSF.
Build Wealth
- Hold assets in your own fund
- Buy and Sell at your own discretion
- Recognise opportunities and be able to act quickly
- Choose the insurance that’s right for you
- Buy a residential or commercial property
Enjoy Personal Satisfaction
- Set your own goals for retirement
- Educate yourself and manage the fund your way
- Pay a Pensions when it’s right for you