Fee Schedule (GST inclusive)


Service

Price

Fund Establishment

$385 - Soft Copy of Documents 

$605 – 1 Step Process

$715 – 2 Step Process

$715 – Trustee Company Establishment

Trust Deed Amendment

$715

Reduced rate apply for bulk deeds

Change of Trustee

$385

$1,100 (including establishment of trustee company)

ABN Registration

$60

New Member

$220 (additional $110 for each new member)

Lump Sum Payment

$220 (additional $110 for each set of documents)

Account Based Pension Establishment

$660 – one pension

$330 – for additional pension

$110 – Crystallised Segment calculation

$440 – Trust Deed Amendment

Pension Commutation

$330 – Full pension commutation

$660 – Full pension commutation and commencement of “new” pension with the rollback proceeds (additional commutation and commencement $330)

$550 – Partial pension commutation

$880 – Partial pension commutation and commencement of a “new” pension with the rollback proceeds

Converting Allocated Pension to Account Based Pension

$660

Limited Recourse Borrowing Arrangement (LRBA)

$1,650 – LRBA

$990 – Establishment of Mortgage

$715 – Trustee Company Establishment

Contribution – Defer Allocation Documentation

$440 (additional $110 for each additional contribution)

QROPS

$1,430

Election -payment from a pension to be taxed as a lump sum

$330 (additional $99 for each election made by a member)

Actuarial Certificate Service

$275 – allocated, account based & market linked pension funds

$55 – minimum/maximum payment calculation

$440 – Defined Benefit Pension (online)

$880 – Defined Benefit (manual)

$176 – class users

Add a reversionary pensioner to an existing pension

$165

Remove a reversionary pensioner from an existing pension

$165

Alternate Director

$330

Constitution Upgrade

$165

Company Establishment

$715

Investment Strategy

$55 – single one use package

$165 – template

$275 – annual subscription