XpressBLKFees
Fees
Enjoy an affordable
SMSF solution
If you haven’t decided on the structure of your SMSF, check out our fact sheet here which compares the individual vs corporate trustee.
Fund Establishment
$199
Establish a Company to act as a Corporate Trustee
$930 (Inclusive of ASIC fee)
Facilitating Rollovers
$200 (Per member, up to two, $50 per rollover thereafter)
SMSF Establishment includes:
- Instructing our lawyers to prepare the SMSF Trust Deed
- Registered the fund with the ATO and obtaining the ABN and TFN
- Minutes and all documentation relating to the establishment of the fund and admission of members and trustees
- ATO trustee declaration
- Investment Strategy information and sample template
- Nomination of Beneficiary instructions and template
- Establishment of the Cash account for the SMSF
- Establishment of the Trading account for the SMSF
- Establishment of a Term Deposit and Peer-Peer Lending account (if required)
Corporate Trustee Establishment includes:
- Registering the company with ASIC
- A certification of the incorporation with ASIC
- Company constitution
- All relevant minutes, consents and applications
Transfer an Existing SMSF or small APRA fund
$350
This fee includes:
- Notifying your existing Accountant or Administrator of your cancellation
- Liaising with them to obtain all the necessary information needed to bring your fund up to date on our systems
- Manual data entry needed to bring your fund up to date.
Annual Fixed Fees
Xpress Super Standard Annual Fee
$1,090*
$1,390*
Existing SMSF – Prior or Current Year
By quotation
SMSF Audit
Included
Annual Fixed Fees – if required
Actuarial Certificate
Deducted at the time an actuarial certificate is sought from the actuary to complete a fund’s financials – will be dependent on the timing of preparation and completion of the annual financial statements and tax return.
$200
Annual Company Maintenance (Special purpose company)
Inclusive of ASIC fees. Deducted on completion of preparation of ASIC review documents (date of the anniversary of the company’s establishment).
$290 (Inclusive of ASIC fee)
Property Administration
Per property per financial year
$350
Additional Bank account (outside of Macquarie)
$200
Precious Metals
Per financial year, despite amount held
$200
Term Deposits (outside of Australian Money Market)
Per TD, per financial year
$100
Unlisted Managed Funds
Per MF, per financial year
$100
International Investments
Per investment, per financial year
$100
Xpress Super Standard Annual Fee includes:
- Annual Financial Statements
- Annual Tax Return
- Independent Audit
- 24/7 Online access to compliance & investment reports
XpressBLK Annual Fee includes:
- Annual Financial Statements
- Annual Tax Return
- Independent Audit
- 24/7 Online access to compliance & investment reports
- Qualified & Dedicated Client Manager with 1 business day response time
- Technical Support
- 2 Seminars provided by our parent company, SuperGuardian
- Online access to core fund documents
Introducing XpressBLK: Click here to experience the next level for your SMSF
Lump Sum Withdrawal
Deducted upon completion of commutation or the Lump Sum Withdrawal.
$200
Pension Commencement
Deducted upon completion of commencing the pension.
$550
Pension Consolidation
Deducted upon completion of consolidating the pension.
$550
Trust Deed Amendment
Billed and deducted upon completion of a change to the Trust Deed, as requested by the Trustee or in accordance with changes to legislative requirements from time to time.
$400
GST Registration
Included
Cancellation within 12 months
$499
SMSF Wind up
Deducted upon receipt of a request from the Trustee to officially wind up the SMSF.
$1,450
Accountant Letter
$50
Corporate Bare Trustee Establishment
$930 (Inclusive of ASIC fee)
Annual Company Maintenance (standard trustee company)
Inclusive of ASIC fees. Deducted on completion of preparation of ASIC review documents (date of the anniversary of the company’s establishment).
$490 (Inclusive of ASIC fee)
Bare Trust for Related Party Finance Agreement
Deducted upon completion of establishing LRBA (includes LRBA setup, SMSF Custodian and related party loan agreement). Fees stated apply to standard arrangements only and do not include bank fees.
$1,600
Bare Trustee for the Commercial Lending Agreement
Deducted upon completion of establishing LRBA (includes LRBA setup and SMSF Custodian). Fees stated apply to standard arrangements only and do not include bank fees.
$1,200
Compliance Breach – Audit Management Letter
Issued where an SMSF has a compliance breach, payable on completion of audit.
$200
Compliance Breach – Audit Contravention and Management Letter
Issued where an SMSF has breached a SIS regulation and the auditor is required to report to the ATO, payable on completion of audit.
$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 per asset, per year, where funds hold assets outside of our business model. Cancellation fees may apply.
Set up Your Self Managed Super Fund today
Talk to one of our experts. We’re here to help.
- 1300 216 890
