Our Service Fees

By using the latest in technology we can offer fixed price services that provide value for money.

We are here to make the administration of your SMSF as easy as possible and that includes the fees structure. We offer two SMSF administration services with fees that are transparent and simple to understand. Our standard fees are not based on the size of your SMSF or the number of transactions.

Unlike some other SMSF administration companies, we do not require to you to use any particular bank or investment product or platform, nor do we restrict the type of investments you can have; after all SMSFs are about you taking control of your retirement. This gives you peace of mind that there are no hidden costs.

All prices are GST inclusive.

$140.00per month

SMSF Administration – Online Access Service*

Ideally suited to clients where:

  • Electronic data-feeds can be set up for their SMSF’s transactions (most bank and share registry data is eligible)
  • They want regular access the SMSF’s financial position and/or performance
  • They want regular compliance monitoring of the SMSF transactions
  • They prefer to access and store their SMSF records online

Includes:

  • Access to your SMSF’s investment register and financial reports via our secure online SMSF Portal
  • Annual subscription for SuperStream registration (where requested)
  • Preparation of annual financial reports, member statements & tax returns
  • Preparation of accounting and compliance workpapers
  • Liaising with the SMSF’s auditor
  • Lodgement of the SMSF tax return

And where applicable:

  • Annual pension calculations
  • Preparing and lodgement of PAYG income and withholding tax obligations (GST / Business Activity Statements are a separate fee)

$1,980per annum

SMSF Administration – Annual Service^

For clients that:

  • Are not eligible for the electronic data-feeds service (e.g. have property, unlisted investments)
  • Just prefer the SMSF’s financial statements to be prepared on annual basis with no regular monitoring, reporting or online access

Includes:

  • Preparation of annual financial reports, member statements & tax returns
  • Annual subscription for SuperStream registration (where requested)
  • Preparation of accounting and compliance workpapers
  • Liaising with the SMSF’s auditor
  • Lodgement of the SMSF tax return

And where applicable:

  • Annual pension calculations
  • Preparing and lodgement of PAYG income and withholding tax obligations (GST / Business Activity Statements are a separate fee)

 

Additional administration services
   
SMSF audits You can either use your own preferred registered SMSF auditor, or alternatively use one of the independent auditors from our audit panel Typically between $385 – $660
GST / Business Activity Statements Preparation and lodgement of Quarterly BAS / Annual GST Return Approx. $132 each / $308 each
Actuarial certificates If your SMSF is in pension phase and requires an annual certificate $176
Pension commencement documentation One off fee, discounts may apply where multiple pensions are commenced at same time $360
Investment Strategy Template strategy designed for you and/or your advisers to complete to ensure compliance with superannuation legislation $286
Property Title & Company searches Only where required for audit purposes to confirm asset registration and director and shareholder details $20 – $50 per search

 

SMSF Establishment    
SMSF with Special Purpose Corporate Trustee (recommended for all new SMSFs) Includes:

  • Trust Deed
  • Member application forms
  • Consent to act as trustees
  • ABN & TFN registration with Regulatory Bodies
  • ATO Trustee Declarations
  • Company registration & ASIC fee
  • Constitution
$1,430
SMSF with individual trustees Includes:

  • Trust Deed
  • Member application forms
  • Consent to act as trustees
  • ABN & TFN registration with Regulatory Bodies
  • ATO Trustee Declarations
$880
SMSF Trust Deed upgrade / Change of Trustees Includes:

  • Updating the SMSF’s Trust Deed and governing rules to the current legislation
  • ATO Trustee Declarations
$550
SMSF Corporate Trustee Includes:

  • Incorporation of special purpose company to act as SMSF Trustee, including ASIC fee
$720

 

SMSF Borrowing Package (Limited Recourse Borrowing Arrangements)    
SMSF Borrowing Package Includes:

  • Holding (Bare) Trust Deed & Minutes
  • Loan templates if required
  • Investment strategy template
  • Support and communication with third parties

 

If you require a corporate custodian to be incorporated please add (includes ASIC fee):

 

 

$1,980

 

 

$720

Interested in what we can offer you? Get in touch today!

Contact us
* If your SMSF joins our 'SMSF Administration - Online Access' option between 1 April and 30 June and you require the annual financial reports etc to be prepared, the minimum fee payable is equal to the total of six (6) Monthly Fee instalments. ^ While we endeavour to provide the ‘SMSF Administration – Annual Service’ for a fixed fee, we reserve the right to amend our fee for SMSF clients that hold a significant number of investments (e.g. 30+ individual assets), hold unlisted investments / limited recourse borrowing arrangements, undertake day-trading like investment activities or are not able to provide relevant information when requested within a timely manner. We are happy to provide you with an upfront competitive quote if you believe your SMSF may fall into one of these categories.

Disclaimer: In providing the above services Axiom Super Solutions Pty Ltd, and its authorised representatives, are not making any recommendations to you about the establishment of an SMSF nor acquiring SMSF investments using borrowings as being suitable for your retirement needs and objectives. We recommend you seek financial and legal advice before entering into these structures.