Select the plan that fits your client.
Simple, fixed and transparent pricing with no hidden extras.

Wholesale SMSF admin fees from $120 per month including audit.

ESSENTIALS
$120 /per month
  • Annual Independent Audit
  • Any cash, wrap or broker account
  • Money market service
  • No restriction on insurance policies
  • MDAs, SMAs & model portfolios
  • Adviser & trustee-directed portfolios
  • Pro-rata fees applicable in first year
  • No transition fee
  • Works with Managed Discretionary Accounts
  • -
  • -
PROPERTY FUNDS
$150 /per month
  • Annual Independent Audit
  • Any cash, wrap or broker account
  • Money market service
  • No restriction on insurance policies
  • MDAs, SMAs & model portfolios
  • Adviser & trustee-directed portfolios
  • Pro-rata fees applicable in first year
  • No transition fee
  • Direct residential or commercial property
  • Limited recourse borrowing
  • -
NON-SMSF PORTFOLIOS
$40 /per month
  • Individual, joint, trust & company accounts available
  • Annual Financial & Tax Reporting
  • Tax lodgement via clients preferred tax agent
  • Any cash, wrap or broker account
  • MDAs, SMAs & model portfolios
  • Adviser & trustee-directed portfolios
  • Combine non-SMSF portfolios with an SMSF for a ‘consolidated view’
  • No transition fee
  • Other investment assets including property
  • Annual tax lodgement service available
  • -

SMSF Establishment

SOFT COPY PDFS
EMAILED
  • $275* Individual Trustee
  • $990* Corporate Trustee
HARD COPIES
DELIVERED
  • $385* Individual trustee
  • $1,180* Corporate trustee

Other document services

SOFT COPY PDFS
EMAILED
  • $275* Upgrade of existing SMSF deed
  • $990* Upgrade of SMSF deed & appointment of trustee company
  • $495 Limited recourse borrowing/bare trust documentation
  • $715 Company establishment
  • $2,200* New SMSF plus limited recourse borrowing documentation package
HARD COPIES
DELIVERED
  • $385* Upgrade of existing SMSF deed
  • $1,180* Upgrade of SMSF deed & appointment of trustee company
  • $495 Limited recourse borrowing/bare trust documentation
  • $795 Company establishment
  • $2,470* New SMSF plus limited recourse borrowing documentation package

*Quoted fees are based on our default document provider. When you choose to utilise our alternate document provider, a premium fee of $286 including GST will be added to applicable SMSF establishments, deed upgrades and changes of trustees.

VIEW BELOW OUR TERMS AND CONDITIONS ON PRICING. FOR MORE DETAILED INFORMATION, CONTACT US.

INCLUSIONS & EXTRAS
  • All fees are quoted inclusive of GST
  • Administration fees include: Monthly reconciliation of accounts (transactional data and investment pricing updated daily), preparation of annual financial statements and SMSF annual return, annual independent audit, pension administration, online access to SMSF accounts and portfolio reporting for you and your clients (you control access) and complete white-labeling of reports and online presence.
  • Actuarial certificate fees are charged as an additional fee at the completion of the job – $165 (account based)/$495 (defined benefit).
  • Audit contravention reports completed by our independent auditor will incur an additional fee.
  • We reserve the right to levy additional fees for work outside the above inclusions – for example administration for the implementation of very complex strategies or ATO audits. In these cases we will quote and agree to any additional fees upfront before commencing the work.

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