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HOME SMSF SMSF RESTRICTIONS SMSF RISKS & COSTS SMSF BENEFITS SMSF TYPES SMSF DEFINITIONS TRUST DEED ANNUAL ADMIN SMSF AUDIT INVESTMENT PLAN PENSION CALCULATOR FEES & FORMS CONTACT |
Services Fees & Forms Establishment of the Fund $345 (GST incl.) is all you will pay to establish your fund (no matter how large your fund is). With the purchase of the set up of the Self Managed Superannuation Fund, SuperEasy® provides all the documentation necessary for the establishment of the complying fund, according to the legislative requirements. Click here if you want to access our online applications, or to find out more about SuperEasy® SMSF establishment. Alternatively, you can download a form from the list below, by clicking on the form you want to download (you have a choice of either Word format or PDF format), or you can request these forms by sending us an email to admin@supereasy.com.au Downloadable List of SMSF Establishment Application Forms:  Word Format (RTF)
Adobe Acrobat Format (PDF)
Establishment and 1st year Administration of your Fund $1,345 (GST incl.) SuperEasy® rewards its clients who choose to pay for the Establishment and 1st Annual Administration of their SMSF as a combined service for a fee of $1,345 (GST incl.), with an up front saving of $195, off the combined cost for the set-up and administration when they are purchased separately! There are number of benefits from taking the opportunity to buy the set up and administration of the fund as a packaged deal, apart from the money saving: it allows you to relax, because once you have purchased the product, we will remind you when the administration process needs to start, and also it allows us to plan for our busy season when we start processing the funds. If your fund exceeds the number of 15 investments as per our Fixed Fee Quote you can find out precisely the additional cost, by using our Admin Calculator. If this happens to be the case, SuperEasy® will invoice any additional fee when the documentation of your fund is received, and the total number of investments can be checked. Click here if you want to access our online applications, or to find out more about SuperEasy® SMSF Establishment and first Annual Administration. Alternatively, you can download a form from the list below, by clicking on the form you want to download (you have a choice of either Word format or PDF format), or you can request these forms by sending us an email to admin@supereasy.com.au Downloadable List of SMSF Establishment and 1st Annual Administration Application Forms: Word Format (RTF)
Adobe Acrobat Format (PDF)
Annual Administration SuperEasy® offers a Fixed Fee of $1,195 (GST incl.) for the SMSF Annual Administration, based on the 15 different investments with no limit on the number of transactions in the fund. The fixed price is irrespective of the value of the fund and includes preparation of the accounts, audit, tax return and lodgement with the ATO. If your fund exceeds 15 investments as per our fixed quote of $1,195 you can find out precisely the additional cost, by using our Admin Calculator. With the purchase of the Annual Administration of the Self Managed Superannuation Fund, SuperEasy® provides all the financial statements, tax return, audit and lodgement with the ATO according to the legislative requirements. Click here if you want to access our online applications, or to find out more about SuperEasy® Annual Administration. Alternatively, you can download a form from the list below, by clicking on the form you want to download (you have a choice of either Word format or PDF format), or you can request these forms by sending us an email to admin@supereasy.com.au Downloadable List of Annual Administration Application Forms: Word Format (RTF)
Adobe Acrobat Format (PDF)
Fees are current, subject to change without prior notice. |
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SuperEasy Pty Ltd is not licensed to provide advice on investments, or legalities of the types of investments that you can have. SuperEasy® strongly recommends that you seek professional advice before making any investment choice or decision! |
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