New SMSF Setup
For those intending to establish new SMSF setup, the fees are as follows:
Set up costs (inc GST)
- SMSF with Individual trustees $590 inc Gst
- SMSF with Company trustee $1560 Inc Gst
- SMSF Bare Trust deed with Company trustee $1,380 Inc Gst
- Transfer of SMSF no charge
Setup documentation included are:
- Superannuation Trust Deeds
- Fund Tax File Number Applications
- Australian Business Number Applications
- ATO Trustee Declarations
- Resolutions to establish a Self Managed Superannuation Fund
- Notice of Election to become a Regulated Fund
- Minutes and Membership Application Forms
- Notification of Beneficiaries Form and
- Rollover Documentation