Fees

Our Fee Includes:

  • Online access to compliance and investment reports
  • Dedicated Client Manager
  • Annual Financial Statements
  • Annual Tax Return
  • Independent Audit
  • Actuarial Certificate if required
  • Pension Commencement
  • Pension Consolidation
  • Lump Sum Withdrawals
  • BAS/IAS/PAYG

SMSF Establishment Fee

Fund Establishment$199
Establish a Company to act as a Corporate Trustee$930 (Inclusive of ASIC fee)
Transfer an Existing SMSF or small APRA fund$350

Annual Fixed Fees

New SMSF Annual Fee$1,090*
Existing SMSF – Prior or Current year workBy quotation
SMSF AuditIncluded

Annual Fixed Fees – if required

Actuarial CertificatesIncluded
Annual Company Maintenance (Special purpose trustee)$290 (Inclusive of ASIC fee)
*Property Administration$350
*Additional Bank account$200
*Precious Metal$200
*Term Deposits – Outside of AMM$100
*International Investments$100
*Unlisted Managed Funds$100

Adhoc Fees if required

Trust Deed Amendment$400
Lump Sum WithdrawalIncluded
GST Registered FundIncluded
Pension CommencementIncluded
Pension ConsolidationIncluded
Cancellation within 12 months$499
SMSF Fund Windup$1450

Limited Recourse Borrowing Arrangement

Corporate Bare Trustee Establishment$930 (Inclusive of ASIC fee)
Bare Trust for the Related Party Fin Agreement$1600
Bare Trust for the Commercial Lending Agreement$1200
Annual Company Maintenance (Standard trustee company)$490 (Inclusive of ASIC fee)

Compliance Breaches

Audit Management Letter$200
Audit Contravention and Management Letter$300
Any Other ServicesBy 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.

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 yearExisting fundNew 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.

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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