Pricing

Establishment Costs

Individual Trustee

$800

Corporate Trustee

$1100

Bare Trust (Non-company)

$1200

Bare Trust + Security Company

$1275

Administration Costs

Accounting and Tax Prep

$1500 per annum

Audit Services

$500 per annum

Re-Audit Fee

$500 per annum

Prior Year Returns

$1500

Trust Deed Upgrade

$800

Lost Deed Replacement

$800

Actuarial Certificates

Per actuarial certificate provider

Technical & Strategic SIS Compliance Advice

$450 per hour

Fee-Free Services

Pension Establishment

Free

Pension Consultation

Free

Lump Sum Documentation

Free

Reserving Documentation

Free

Not inclusive of GST. Tax Administration Services can be purchased separately or together.

 

We will not dictate your prices to clients.

 

This does not include the cost savings from the potential expenses typically accrued through doing your own SMSF administration.