The prices in the table below reflect the CPI increase to come into effect from 1 July 2022. If you have any questions please contact us on 1300 433 376.
| Streamlined | Standard | Advanced | |
|---|---|---|---|
Annual Administration Fee (incl. GST) |
$2,750 |
$3,250 |
From $3,750 |
SMSF Establishment |
|||
Existing SMSF - Transition to Heffron |
|||
Preparation of Financial Statements and Tax Return |
|
|
|
Independent Annual Audit |
|
|
|
Annual Compliance Review |
|
|
|
Online Access to Fund Documents and Information |
|
|
|
Annual Strategic Review |
|
|
|
Dedicated Relationship Manager |
|
|
|
Investments |
|||
Cash Accounts |
Macquarie CMA / NAB CMA / CBA CMA |
Unlimited |
Unlimited |
Share Trading |
CommSec / Macquarie Online Trading / nabtrade |
Unlimited |
Unlimited |
Wrap Investment |
Macquarie Wrap / BT Wrap / Panorama |
Unlimited |
Unlimited |
Term Deposits |
Australian Money Market |
Unlimited |
Unlimited |
Property Administration |
|
Up to three properties |
Unlimited |
Foreign Assets, Private Unit Trusts or Companies, Derivatives, Options, Warrants and Similar Financial Instruments |
|
|
|
Collectibles and Precious Metals |
|
|
|
Cryptocurrency |
|
|
|
Structures |
|||
Pension Accounts |
Up to three pensions per member |
Up to four pensions per member |
More than four pensions per member |
Limited Recourse Borrowing Arrangements |
|
One LRBA |
More than one LRBA |
Reserves |
|
|
|
ROPS |
|
|
|
Segregated Assets |
|
|
|
Add-ons |
|||
Quarterly BAS/IAS Reporting |
$570 pa |
$570 pa |
$570 pa |
ASIC Agent - Special Purpose |
$180 pa |
$180 pa |
$180 pa |
ASIC Agent - Borrowing Trust |
$400 pa |
$400 pa |
$400 pa |
Actuarial Certificates |
$176 pa |
$176 pa |
$176 pa |
Mailbox Service |
$330 pa |
$330 pa |
$330 pa |
More details about add-on services |
