Administration for Trustees

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

Set Up Form

Set Up Form

Set Up Form

Existing SMSF - Transition to Heffron

Transition Form

Transition Form

Transition Form

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

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