Special Offer - Save $1099
Our Special Offer comprising a FREE SMSF Setup in conjunction with the FREE First Year Just Superfund Annual Fee (2020 Financial Year), results in a total saving of $1099. More can be found below:
FREE SMSF Setup
If you apply to establish a New SMSF on or before 3 April 2020, it is FREE to set up your own SMSF with Just Superfund under our current Special Offer. Our Free New SMSF Setup Offer includes attending to the following requirements to establish your SMSF:
The SMSF Trust Deed
Documentation to appoint Trustees
Lodgement of an Election for your SMSF to become a Regulated SMSF
ATO Application to obtain a Tax File Number for your SMSF
ATO Application to obtain an Australian Business Number for your SMSF
Sample Investment Strategy that you can adopt for your SMSF or modify if required
Resolutions and minutes to acknowledge the establishment of your SMSF
FREE First Year Just Superfund Fee (2020 Financial Year)
If you apply to establish a New SMSF on or before 3 April 2020, the 2020 Annual Just Superfund Fee is FREE under our current Special Offer. Our FREE Just Superfund Fee Offer includes attending to the following annual compliance obligations for your SMSF for the 2020 Financial Year:
Preparation of an annual Balance Sheet
Preparation of an annual Profit & Loss Statement
Preparation of annual Member Statements
Preparation of annual Trustee Resolutions & Minutes
Preparation and Lodgement of an annual Income Tax Return
Preparation of an annual Audit
This is a saving of $1099
Special Offer - Limited Time Only
Our Special Offer applies only to New SMSF applications submitted on or before 3 April 2020. For example if you apply online on or before 3 April 2020, however your SMSF is established after that date you will still qualify for our Special Offer. You should obtain your own independent financial and taxation advice about whether establishing an SMSF is appropriate to your circumstances.
When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including:
ATO Supervisory Levy – the ATO charges an annual levy of $259 for each SMSF. This annual ATO levy applies to all SMSF’s and not just SMSF’s administered by Just Superfund.
Company Trustee Setup Fee (where applicable) - 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 setup fee of $599 applies. In addition, there is an additional annual ASIC Fee of approximately $54 payable directly to ASIC. These fees can be avoided by using Individual Trustees for your SMSF.
Find out more about SMSF Setup Process.