| SMSF Establishment - Individual Trustees |
$440 |
|
$440 |
Typically between $450 and $1,250 but as high as $1,650 |
| SMSF Establishment - Corporate Trustees |
$990 (includes ASIC registration fee of $426) |
$990 (includes ASIC registration fee of $426) |
Typically between $700 and $1,650 but as high as $3,200 |
| Administration Fee |
$1200 per year ($100 per month) |
$3000 per year ($250 per month) |
Typically between $1,800 and $3,600 |
| Adding or Removing a Member |
$0 - Included |
$0 - Included |
|
| Pension Commencement |
$0 - Included |
$0 - Included |
Typically between $450 and $750 each pension (in addition to administration fee) |
| Pension Administration |
$0 - Included |
$0 - Included |
As high as $220 (in addition to administration fee) |
| Pension Commutation and Restart |
$0 - Included |
$0 - Included |
As high as $550 (in addition to administration fee) |
| Lump Sum Withdrawal |
$0 - Included |
$0 - Included |
As high as $110 for each withdrawal |
| Mailbox |
$0 - Included |
$0 – Included |
Up to $90 per month |
| GST and BAS |
Move to OneTrust Advanced |
$0 – Included |
Up to $150 each BAS |
| Total Annual Administration Cost (after establishment) |
$1,200 Signup now! |
$3,000 Signup now! |
Up to $7,660 (2 pension commencements, 1 lump sum withdrawal, 1 pension commutation and restart, quarterly BAS) |