Supplementary Fees

Audit Either by monthly deduction or annual invoice on completion of accounts $535
Actuarial Certificates Account based $200
Other $450
Transition Fee Charged on appointment for our services $250
Pension Administration Included in standard administration fees
Pension Establishment No cost where using 30 June or fixed amount
Pension Establishment /Commutation $220 where a set of accounts required
Centrelink Figures No cost where using 30 June figures otherwise $165
Title Search Fee $50 per Title
BAS $37.50 per quarter
$185 per annum
PAYG/IAS $35 per notice (for receipt and on-forwarding to trustees for payment)
$60 per notice (for receipt of notice and payment of tax – Macquarie accts only)
ASIC Registered Agent Services $225 per company per annum
ATO Audit/ Compliance or Fund Rectification $165 per hour
Fund Windup Fee $950 + audit costs
Termination of Services $325
Lodgement of QROPS Registration $350.00 per application
QROPS Taxation Enquiries $150.00 per hour
A surcharge applies for credit card payments of 1.5% for Visa / MasterCard and 3% for AMEX
New Fund Establishments With Corporate Trustee
(includes ASIC Fee)
$1,575.00 QROPS
With Individual Trustees $495.00
$695.00 QROPS
Custodian/Security Trustee Company $1060.00
(includes ASIC Fee)
Bare Trust Deed $355.00
Combined Company and Bare Trust $1,415.00
Change of Trustee
  — Individual to Corporate
From $1,415.00
(depends on the existing deed)
Deed Amendments From $400-$600
(depends on the existing deed)
Audit Facilitation Fee $110 per annum
Admin Software Reactivation Fee $230
All Fees include GST — Fees are reviewed effective 1 July each year and may be increased in line with CPI or significant changes in Government Legislation

Eligibility for the Digital Service

To be eligible to participate in Triple A Super's Digital service, an SMSF's investment data must be sent via full automated data feeds that have been established by the administration software system used.

There are no restrictions on the choice /number of investments comprising Banks, Brokers and Wraps/ Platforms....as long as they are on the Triple A Super Digital Approved Investment list and all transactions are fully data fed.

We will...

  Change the way you work with technology
  Deliver sustainable cost benefits
  Increase client connectivity