|
Establishment of a Self-Managed Superannuation Fund -
Provide advice on current guidelines affecting Self-Managed Super Fund's
- Provide a trust deed from our solicitors
- Provide consent for individual trustees or directors of a corporate trustee
- Minutes to set up the fund and to set its investment strategy
- Applications, beneficiary notices, and TFN notices for members
- Notice to become a Regulated Fund
|
Fee payable: $440.00
(GST Inclusive) |
|
Superannuation Trustee Company Incorporation |
Fee payable: $880.00
(GST Inclusive) |
|
Superannuation Fund Trust Deed Amendment -
Amending of your current superannuation deed to comply with current S.I.S Act
1993 and regulations. Must review existing deed re-amending clauses.
|
Fee payable: $330.00
(GST Inclusive) |
|
Establishment of an Account Based Pension -
Advice on the set up process of this type of income stream
- Minimum Calculation
- Various Minutes
- Advice on PAYG Withholding Tax, if applicable
|
Fee payable: $560.00
(GST Inclusive) per member |
| Annual
Compliance Administration - Fixed
fee for Income Tax Return, Financial Statements and Audit
|
Fee
payable: $1,450.00 (GST Inclusive) |
| -
Loading of prior years financial data |
$220.00 to
$440.00 (GST Inclusive) |
| Audit - Fixed fee (No matter how many
transactions)
Fee
Structure (From the 1st April 2011)
|
Fee
payable: |
|
- One investment: |
$345.00 (GST Inclusive) |
|
- Two to four investments: |
$445.00 (GST Inclusive) |
|
- Greater than five investments: |
$545.00 (GST Inclusive) |
|
Consulting Services -
Specialist taxation advice on retirement planning and pre-retirement strategies.
|
Fee payable: -
On a time based $250.00 per hour |
|
Actuarial Services
-
Actuarial Certificates Account Based Pensions (Not required if commenced
on or after 1/7/2004) 1st Year ITAA Section 295-390 Certificate |
Fee payable:
$330.00 (GST Inclusive) |
| Other
Services -
Superannuation Outsourcing Accounting/Audit services for (Accountants, Financial
Planners and other interested parties)
- Wills/Estate Planning
- Taxation Accounting Services for Sole Traders, Partnerships, Trusts and Family
Companies
|
|
