What you'll pay
A Fixed Fee for Service
Any fees for appropriate/relevant accounting, tax, audit, actuarial and financial management services are agreed on upfront and charged to the Fund on a monthly basis – no extra hidden fees!
All fees include GST and are for clients of Hood Sweeney’s ongoing super management / administration service.
Upfront fees - SMSF Establishment
Individual Trustees $990 (Includes fees for externally provided legal documentation)
Corporate Trustee $2,019 (Includes legal and ASIC fees for company incorporation)
Accumulation: from $175 per month (annual fee $2,100)
Pension: from $210 per month (annual fee $2,520, includes Transfer Balance Account reporting if required)
Audit (ASF Audits): from $320 per annum
Actuary (Accurium Actuarial): from $110 (Retirement Income Stream Pension)
GST Registered Fund: from $165 per quarter
Other services (estate planning, liaising with legal/other professionals, etc.) – fixed quote, agreed on upfront.
All funds will be charged at the appropriate fee for the first financial year on a monthly basis from commencement, such that the total of the annual fee is paid by 30 June. All fees are payable for a full year, whether administered for a full year or part thereof.
Applicable fees are reviewed annually in June.