Xpress Super maintains commercial relationships with our product providers who pay us a referral fee for administrative services we carry out on your behalf. This enables us to subsidise the fee we charge you. No fund manager, bank or service provider has influence over the services we elect to embed in our business model.
SMSF Establishment Fee
| Fund Establishment | $199 |
| Establish a Company to act as a Corporate Trustee | $930 |
| Transfer an Existing SMSF or small APRA fund | FREE* |
Annual Fixed Fees
| New SMSF Annual Fee – First Financial Year 2017/18 | FREE* |
| New SMSF Annual Fee – Second Financial Year | $1,090* |
| Existing SMSF – Prior or Current year work | By quotation |
| Actuarial Certificates – Account Based Pension | Included |
| Actuarial Certificates – Defined Benefit Pension | Included |
| SMSF Audit | Included |
| *Property Administration | $350 |
| *Precious Metal | $200 |
| *Term Deposit – outside of the platform | $100 |
| *International investments | $100 |
| *Unlisted Managed Funds | $100 |
Adhoc Fees if and when required
| Annual Company Maintenance | $290 |
| Trust Deed Amendment | $410 |
| Pension Commencement | Included |
| Pension Consolidation | Included |
| Transfer Balance Account Reporting (TBAR) | $60 per reportable event |
| Lump Sum Withdrawal Members under 60 | Included |
| Lump Sum Withdrawal Member over 60 | Included |
| GST Registered Fund | Included |
| Cancellation within 12 months | $499 |
| SMSF Fund Windup | $1150 |
Limited Recourse Borrowing Arrangement
| Corporate Bare Trustee Establishment | $930 |
| Bare Trust for the Related Party Financial Agreement | $1670 |
| Bare Trust for the Commercial Lending Agreement | $1260 |
Compliance Breaches
| Audit Management Letter | $200 |
| Audit Contravention and Management Letter | $300 |
| Any Other Services | By quotation |
*Fees only apply to SMSFs operating under the Xpress Super business model. Refer to our terms and conditions for more detail. Additional fees will apply where funds hold assets outside of our business model. Cancellation fees may apply.
Our Fee Includes
- Online access to compliance and investment reports
- Annual Financial Statements
- Annual Tax Return
- Independent Audit
- Actuarial Certificate if required
- Pension Commencement
- Pension Consolidation
- Lump Sum Withdrawals
- BAS/IAS/PAYG
Australian Taxation Office (ATO) Expenses
ATO Levy
The SMSF supervisory levy is payable annually to the ATO on lodgement of each SMSF annual return.
| Financial year | Existing fund | New fund |
| 2017 | $259 | $518 |
| 2018 | $259 | $518 |
Note: a new fund will be charged as an existing fund in the financial year after establishment.
Other SMSF Fees and Charges
Please note investment execution, advice and other operational expenses will be incurred by your fund during existence and we recommend you identify these prior to establishing your SMSF. You can access this information by reading the product disclosure statements and terms and conditions of each of your product providers.
Why Choose Us?
- Affordable
- Daily Online Reporting
- Easy Compliance Management
- Liberty to Choose Your Own Shares
- Invest in Term Deposits
- Invest in Property
Why Are We So Cheap?
- Truly Paperless SMSF Solution
- Fully Integrated System
- Latest Innovation in SMSF Industry
- Designed for Hands-on Investors
- Pre-Selected Platform at your Fingertips
