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Self Managed Super Fund Fee Structure


Full Annual Administration Service

Insight Super offers fixed pricing for our annual administration service. Your annual administration service includes the following:

  • Transaction processing from source documents and and preparation of operating statement, statement of financial position, notes to the accounts and members statements.  
  • Preparation and lodgement of fund income tax and regulatory return
  • Preparation of annual trustee resolution
  • Annual audit performed by our independent auditor.  
  • Our Fees are based on the number of investments held as at year end in accordance with the following table.
Number of Investments Held
as at the end of the Financial Year including bank accounts
Annual Administration Cost*
($ AUD including GST)
 
 1 – 5 Investments  $1,200
 6-10 Investments  $1,350
 11-15 Investments  $1,450
 16-20 Investments  $1,650
 21-25 Investments  $1,850
 26-30 Investments  $2,050
 31-35 Investments  $2,250
 36-40 Investments  $2,550
 41-45 Investments  $2,850
 46-50 Investments  $3,050
 51+ Investments  Contact Us For A Quote

* These fees may increase if there is a significant amount of investment trading during the year and little investments on hand at the end of the year or if the super fund is carrying on business activities. If in doubt please contact our office for a quote before proceeding.

*  Add $220 per investment for overseas direct property and overseas unlisted shares due to the difficulty in verifying these investments for audit purposes.  

* Foreign currency conversion will be processed as an additional fee of $165 per hour.

* Processing for once-off CGT crystallisation due to legislation change will be charged at an additional fee of $165 per hour.

 *  Fees do not include actuarial certificates.  If your fund requires an actuarial certificate please add $275 including GST for a tax exempt percentage report.  If you require a capital adequacy report please contact our office for a quote.  

 *  Audit fees will be increased if compliance breaches are identified and/or the audit report needs to be qualified for either financial audit matters or SIS compliance breaches.  

  

Pension Establishment and Ongoing Services/Lump Sum Payment Documentation

Preparation of documents for the commencement of Account Based Pensions costs $350 including GST. Additional fees may apply if interim accounts need to be prepared for the fund.  

If you would like us to prepare your Annual PAYG Payment Summary and Summary Statement for members under age 60 we can do so for a cost of $120 including GST per member per annum. 

Documentation in relation to the payment of lump sum payments from the fund costs $170 including GST for the first lump sum per member and $55 for each subsequent lump sum.

Documentation in relation to roll backs from pension to accumulation account costs $170 for the first roll back and $55 for each subsequent roll back.

Corporate Ongoing Services

If you would like us to act as registered office for your Company and prepare the annual minutes and maintain your company register we charge an annual fee of $105 (AUD including GST) per company per annum.  This includes preparation of ASIC forms for any address changes required during the year.

Business Activity Statements

Preparation of Business Activity Statements (GST Registered Funds) starting from $150 (AUD including GST) per Business Activity Statement.

SMSF Borrowing Structures

Please note that this is a documentation service only.  It does not include any financial advice about the suitability of the structure or borrowing to your personal circumstances.  We can incorporate a custodian company for a cost of $990 including GST.  Preparation of a Holding Trust for a Bank Borrowing Costs $830 including GST.  Preparation of a Holding Trust and Loan Agreements for a Related Party Borrowing costs $1,300 including GST.

SMSF Consulting Services

SMSF assistance, advice, and consulting services including assistance with SMSF Borrowing Arrangements will be charged at our regular hourly charge out rates.  Please contact our office for details of our current rates.

The information on this website is intended for general information only, contains general advice and has been prepared based on the current taxation and superannuation laws. No person should rely on the contents of this website without first obtaining advice specific to their circumstances from a qualified professional.


FROM OUR BLOG

  1. 2014 End of Financial Year Planning Considerations Clinton Ham 25-Jun-2014
  2. Last Minute End of Financial Year Tips Clinton Ham 25-Jun-2013
  3. ATO SMSF Levy Creeps Up Clinton Ham 06-Jun-2013
  4. Government Announces Proposed Super Tinkering ahead of 2013 Budget Clinton Ham 05-Apr-2013
  5. Changes to SMSF Levy Clinton Ham 05-Nov-2012

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