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Schedule of Fees

Trust Deeds

Ph: 1300 784 749

Schedule of Fees (inc GST)

Effective July 2008

Trust Deed Services
New Superannuation Fund Deed with Individual Trustees	$ 520
New Private Company to act as a Corporate Trustee	$ 440 (Plus $400 ASIC Fee- GST free)
ASIC Annual Review, minutes and lodgement fee	$ 44
Trust Deed Review/Amendment	$ 385
Change of Trustees	$ 330

SMSF Administration Services
Accumulation Fund Annual Fee	$ 1925
Quarterly IAS Statement	$ 44
Annual IAS Statement	$ 110
Services include: Preparation of Financial Statements Profit Distributions Preparation of Member Statements Preparation of Investment Schedules Preparation and Lodgment of SMSF Annual Return Independent Audit of the Fund Compliance Review and Preparation of required compliance documents
Pension Fund Annual Fee	$ 1925
Lump Sum Commutation	Contact Us
Services include: All those listed above, plus Calculations re tax free income Recalculation of Minimum and Maximum Pension payments
Conversion to Pension Mode including Pension Terms	$ 440 each member

Superannuation Consulting Services
Joint Venture Agreements	Contact Us

Conversion Fee – Existing Fund
A once off fee to set up fund investment history and members' entitlements on our administration system	$132 - $440

These fees are estimates only and are dependent upon the provision of comprehensive records of fund transactions in a timely manner, minimal share trading and level of investments

Trust Deed Services

SMSF Administration Services

Superannuation Consulting Services

Conversion Fee – Existing Fund