FEES - all below figures include GST

Annual Compliance

  • Preparation of all the annual reporting requirements including: Statement of Financial Position, Profit & Loss Statement, Member Statements, Investment Reports, Trustee Resolutions & Minutes, Annual Return, and Independent Audit.

New SMSF Establishment

  • We attend to every requirement to establish your SMSF including providing you with the Trust Deed and other legal documents and attending to registration with the ATO.
  • *Setup fee is $0 if you choose Individual Trustees, if you require us to setup a Company to be trustee of the SMSF then a fee of $599 applies.

Actuarial Certificate

  • The Actuarial Fee is payable annually only if required (that is a Member of your SMSF who had commenced a Pension, had a balance in their Accumulation Account at anytime during the financial year).

BGL Simple Fund Conversion

  • We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.

Superannuation Rules

  • Please contact us if you require information on superannuation rules.

Company Registration

  • Price includes ASIC Lodgement Fee of $479. Our package includes:
  • * Consent to act as Director* Consent to act as Secretary* Application for Shares* Minutes of a Meeting of Directors* Share Certificates* Consent to Act as Public Officer* Notice of Appointment of Public Officer* Constitution* Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered  company name* An Establishment Kit explaining what to do next

Document Processing

  • Documents uploaded to our client portal or emailed to us are included in our annual yearly fee. If however documents are posted to our office there is an additional $55 fee to cover the cost of scanning, processing and return postage.

Deed Variation Or Fund Changes

  • Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions.
  • Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.

Death Benefit Agreement

  • In the event of your death, this binds the remaining trustees to distribute your death benefits in accordance with your wishes.

Pension Commencement

  • A one off establishment fee for documentation to commence an ABP or TRRP. Just Superfund will provide a comprehensive package inclusive of:
  • * Minimum Pension Calculations* Maximum pension calculations (TTRP only)* Draft Minutes* PAYG Withholding Registration (Fund member is under 60 years of age)* Tax File Number Declaration (Fund member is under 60 years of age)* Advice of PAYG Withholding Tax (Fund member is under 60 years of age)* Product Disclosure Statement* Pension Agreement

Taxation Advice & Strategies

Fixed Upfront
  • Please contact us to discuss tax minimisation strategies specific to your situation.

Fund Wind Up

  • If you decide to wind up your fund Just Superfund will provide a step by step instruction of what steps you need to perform, will assist in rolling over your assets to any other fund as well as lodge any necessary paperwork with the Australian Tax Office.