All fees are inclusive of GST and there are no transfer costs for new clients.
INITIAL COSTS
Set up of fund
Processing forms to establish fund
$500
Preparation of Trust Deed (solicitors fees)
$484
Total
$984
Above fees are for individual trustees. Should you require a corporate trustee an additional external fee of $805 applies.
ONGOING ANNUAL ADMINISTRATION COSTS
Annual preparation
Accumulation
Pension
0-10 investments*
$2070
$2550
10+ investments*
$2760
$3270
* Number of investments is determined as an average number over the year.
These fees are on a p.a basis (for all or part of a financial year) payable monthly by direct debit with any balance
payable on invoice upon completion of work.
Consideration will be given to amending the costs where unusual issues exist.
Costs are subject to incremental increases by a minimum of CPI each year.
Independent audit
Accumulation
Pension
0-10 investments
$520 - $550
$520 - $550
10+ investments
$780 - $825
$780 - $825
ATO lodgement
Accumulation
Pension
$150
$150
Business Activity Statement
$300
Instalment Activity Statement
$200
INFREQUENT EVENTS
Lump Sum Payment
$250
Single Allocated Pension/Account Based Pension commencement
$660
Additional Allocated Pension/Account Based Pension commencement
$385
Preparation of Policy Disclosure Statement (Solicitors Fees)
* Number of investments is determined as an average number over the year.