Annual Compliance
$1099
- 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
$0*
- 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.
BGL Simple Fund Conversion
FREE
- We do not charge a fee to convert the historical data of an SMSF
to our administrative software platform.
Document Processing
$55
- 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
$330
- 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.
Pension Commencement
$220
- 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
TBAR
$165
- An SMSF must use the transfer balance accounts report (TBAR) to report transfer balance cap events to the ATO.
An SMSF must report events that affect a member's transfer balance account.
Common events are: details of when a member commences a retirement phase income stream, including death benefit income streams.
Details you need to provide include: type of income stream, the value, start date.
Electronic Service Address (ESA)
$49
- An Electronic Service Address to allow SMSF’s to receive superstream contribution data sent by employers, manage and process release authorities and rollovers in a compliant way.
ASIC Registered Agent
$149
- Professional services in relation to dealing with the Australian Securities and Investment Commission requirements and solvency resolution.