Keeping in line with simplifying everything for our clients, we have also simplified our fees into two types: your one-off set-up fee and ongoing management fee.
The one-off set up fee is payable on completion of your Self Managed Super fund. This fee depends on the type of investment you're planning on investing in.
It includes all fees as required by ASIC, legal fees, software set up and postage, prices start from $3,490 inc GST.
There are many ongoing fees associated with a Self Managed Super Fund for auditing, compliance, software and accounting. To simplify this, we charge a monthly fee direct from your Super Fund. This is set up when your Super Fund Bank Account is set up, and is from $289 for property investments and $249 for other investments.
From time to time, there may be an extraordinary circumstance or change to your fund outside normal management, like adding a new member, changing your beneficiaries or transitioning to retirement. To ensure there are no surprises and you can make informed decisions, here is a list of the most common potential extraordinary fees:
View Extraordinary Prices (PDF)Book a call with our SMSF specialists today to learn more about our setup, accounting, compliance and administration services.
