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


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