The following pricing is current as at 1 November 2018.

All quoted fees are inclusive of GST.

Fees quoted are annual unless otherwise specified.

Item Integrated Partner Essentials Plus
SMSF Administration

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$1020 $1500
Independent Audit $480 $480
Total Annual Fee $1500 $1980
Monthly Fee $125 $165


Notes:

  1. Integrated Partner includes SMSFs using specific account providers Intello has partnered with.
  2. Essentials includes SMSFs where all bank, broker and investment accounts are data fed.
  3. Plus includes SMSFs that have non-data fed investments including direct property.
  4. A full list of available data feeds is available on our website here: Intello SMSF Administration Data Feeds

Fees quoted are annual unless otherwise specified.

Item Essentials Plus
Portfolio Administration $600 $960
Monthly Fee $50 $80
Tax Preparation & Lodgement3 $360 $360

 

Notes:

  1. Essentials includes portfolios where all bank, broker and investment accounts are data fed.
  2. Plus includes portfolios that have non-data fed investments including direct property.
  3. Tax Preparation & Lodgement is optional service for company and trust entities only.

Fees quoted include ASIC company registration fees where applicable.

Item Fee Notes
SMSF Establishment – Individual Trustees $275 Soft copy PDF. Includes ABN / TFN registrations with ATO.
SMSF Establishment – Company Trustee $990

Soft copy PDF. Includes ABN / TFN registrations with ATO.

Includes ASIC company registration fee.

Limited Recourse Borrowing Arrangement $495 Soft copy PDF. Bank or related party lender.
Company Establishment $715 Soft copy PDF.
SMSF + LRBA Package $2200 Soft copy PDFs. Includes SMSF establishment with company trustee and also LRBA documentation with a company trustee for the bare trust.
SMSF Deed Amendment (Upgrade) $275 Soft copy PDF.
SMSF Upgrade + Change to Company Trustee Package $990 Soft copy PDFs. Includes deed of appointment and removal, trustee company set up and deed upgrade.
(Q)ROPS Registration Fee $440 Soft copy PDF. Includes provision of specially drafted SMSF deed and application to HMRC to be registered as a ROPS.
Discretionary Trust Establishment $275 Soft copy PDF. Includes ABN / TFN registrations with ATO.
Fixed Unit Trust Establishment $275 Soft copy PDF. Includes ABN / TFN registrations with ATO.
Basic Binding Death Benefit Nomination Included Soft copy PDF.


Notes:

  1. All documents are provided electronically as soft copy PDFs.
  2. If hard copies are required to be sent via mail an additional fee of $110 per document is applicable.
  3. Intello uses a third party legal document provider to supply all applicable documents.
  4. Included means there is no additional cost for Intello to complete the service request or prepare the document required.

Fees quoted are annual amounts or levied as incurred unless otherwise specified.

‘Included’ means there is no additional cost for Intello to complete the service request or prepare the document(s) required.

Item                    Fee Notes
SMSF or Portfolio Transfer Fee Included No fee to transfer an existing SMSF or portfolio.
Termination Fee Included No fee to terminate an administration relationship with Intello. Fees for work undertaken will be collected.
Tax Lodgement Fee (SMSF) Included No fee where Intello acts as tax agent.
Tax Lodgement Fee (Company or Trust) $360 Annual fee paid monthly where Intello is required to prepare and lodge the tax return for a company or trust.
BYO Tax Agent Fee $120 Annual fee paid monthly where own tax agent is used.
BYO Auditor Fee $240 Annual fee paid monthly where own auditor is used.
Actuarial Certificate – Account Based $165 Annual fee when incurred.
Actuarial Certificate – Defined Benefit $495 Annual fee when incurred.
PAYG Payment Summary Preparation Included No fee for preparing PAYG payment summaries.
IAS Lodgement – Quarterly or Annual Included No fee for lodgement of instalment activity statements.
BAS Lodgement – Annual GST Return Included No fee for entities registered for GST on an annual basis.
BAS Lodgement – Quarterly GST $120 Annual fee paid monthly where GST is calculated quarterly. No fee where quarterly GST instalments utilised.
ASIC Registered Agent Service Included No fee for Intello to act as the ASIC registered agent for trustee companies and to attend to ASIC compliance.
ATO Change of SMSF Details Included No fee for Intello to change SMSF details with the ATO.
Event Based Reporting (TBAR) Included No fee for preparation and lodgement of TBAR events.
Pension Administration Included No additional fee for SMSFs with pension accounts.
Pension Commencement Included No additional fee to commence a pension.
Pension Commutation (Full or Partial) Included No additional fee to commute a pension in full or part.
Lump Sum Benefit Payment Included

No additional fee to process any lump sum payments.

Fair play approach applies.

Death Benefit Payment Processing Included No additional fee to process a death benefit payment.
LRBA Administration Included

No additional fee to administer an SMSF with an LRBA over property, shares or other assets.

Included in Plus administration category if not data fed.

Property Administration Included No additional fee to administer an SMSF with direct commercial or residential property however fund will be included in the Plus administration category.
Property Title Search Fees Included

No additional fees for property title searches however SMSFs holding property are included in the Plus administration category.

Fair play approach applies.

ASIC Company Search Fees Included No additional fees where a company title search is required.
SMSF Windup Fee $480

To undertake all necessary steps and notifications to windup an SMSF.

Administration and audit fees also payable in the year of wind up.

Family Law Superannuation Splitting Included No additional fee to process a split of superannuation benefits as a result of a Family Law Court order.
Segregated SMSF Administration Fee (Per Segregated Member Account) $240

Annual fee paid monthly. Where segregated for investment or taxation purposes (where available).

Each segregated pool must have a separate cash account.

(Q)ROPS Quarterly Reporting to HMRC Included

No additional fees for quarterly reporting to HMRC for ROPS registered SMSFs however the Segregated SMSF Administration Fee will apply as we require UK pension transfer funds to be segregated from other SMSF assets.

ROPS Registration Fee may also apply to new SMSFs – refer to Documentation and Establishment Services.

Rework Fee P.O.A. Remedial work to amend or adjust prior year financial statements and SMSF annual returns prepared by a third party.
White-Label Fee Included No additional fee to white-label the Intello Portal or Client View with your colours and branding.  If you choose to utilise your own tax agent or auditor then BYO Tax Agent and Audit fees will apply.