Self Managed Superannuation

2015/2016 Fee Schedule
(All prices are inclusive of GST)

Compliance Work

Financial Statements and Tax Returns prepared by Chartered Acccountant SMSF Specialistwi-mortgage-calculator

  • Fund in Accumulation $1,700
  • Fund in Pension $2,000
  • Existing SMSF transfer (once only) $200

Establishment

New Trust Deed

    • Statement of Advice $1000
    • Individual Trustee $690
    • Corporate Trustee (existing company) $690
    • New Corporate Trustee (special purpose) $1,650
    • Trust Deed Amendment $700
    • TFN and ABN Applications NIL*

* If deed ordered through Borisov Accounting Services

Audit and Lodgement

Annual Fund Audit (using independent auditor)

  • Fund in Accumulation $440
  • Fund in Pension $550

Other Services

  • Preperation and lodgement of BAS or IAS $165