New SMSF Setup

For those intending to establish new SMSFs, the fees are as follows:

Set up costs (inc GST)

  •     SMSF with Individual trustees   $560 inc Gst
  •     SMSF with Company trustee $1450 inc Gst
  •     SMSF Bare Trust deed with Company trustee  $1,305 inc Gst
  •     Transfer of SMSF no charge
      Setup documentation included are:

      • GPS Statement of Advice (SOA) $650-1500 inc gst
      • Superannuation Trust Deeds
      • Fund Tax File Number Applications
      • Australian Business Number Applications
      • ATO Trustee Declarations
      • Resolutions to establish a Self Managed Superannuation Fund
      • Notice of Election to become a Regulated Fund
      • Minutes and Membership Application Forms
      • Notification of Beneficiaries Form and
      • Rollover Documentation

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