Establishment Fees

SMSF Deed Establishment options

 

Limited Recourse Borrowing

 

Additional and Ongoing Costs

 

Actuarial Certificate

 

 

What you will receive for your SMSF Establishment Fees

  • Supply you with the SMSF Trust Deed.
  • Supply you with necessary documentation to appoint Trustees
  • Make an election so that your SMSF can be an ATO regulated fund
  • Make an application to the ATO to obtain a Tax File Number & Australian Business Number for your SMSF.
  • Supply you with a general investment strategy for you to follow or change
  • Supply you with resolutions and minutes that acknowledges your SMSF as having been established.

SMSF Deed Establishment Fees

SMSF Est Individual Trustee Establishment No Binder $220.00
SMSF Est Individual Trustee Establishment With Binder $280.00

Individual Trustee Online Form

SMSF Est Corp Trustee Establishment No Binder $900.00
SMSF Est Corp Trustee Establishment With Binder $1000.00

All prices include GST where applicable

*Includes ASIC fee $463 not subject to GST.

Limited Recourse Borrowings

Includes:

 

Additional and Ongoing Costs

ATO Supervisory Levy

Which is payable to the ATO each year by all SMSFs

Newly Established:
  • 2014: Fees are $259 (2014) and $259 for (2015) = $518.00
  • 2015: Fees are $259 (2015) and $259 for (2016) = $518.00
Not Newly Established:
  • 2014: $259.00
  • 2015: $259.00

If you established your SMSF in the 2014 financial year your levy will be $518.00 for the 2014 year then $259.00 each year after unless otherwise revised by the ATO

SMSF supervisory levy – 2013 to 2016 financial years

If your SMSF has a Corporate Trustee

There will also be an annual ASIC fee payable

  • $45 for a special purpose superannuation trustee company or
  • $243 for a proprietary company
Life Insurance

(if required)

This cost will depend on the insurance taken out by the trustee. You are free to choose any life insurance product you like. We recommend you seek professional financial advice to help you with this decision

Actuarial Certificate
  • $165 with administration service (if required)– generally this is only required if you have both an accumulation balance and a pension balance during a financial year.
  • $253 with out administration service

 

 

SMSF Investment Strategy

 

SMSF – Loans and Early Release

SMSf Establishment Fees

 

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