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)

Fund administration

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.