SMSF Costs & Fees
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| SMSF Set Up, Costs & Administration Fees | |
|---|---|
| SMSF Establishment with Corporate Trustee | $ 2,200 |
| SMSF Establishment with Individual Trustee | $ 2,200 |
| Annual Administration (including audit) | $ 2,400* |
| SMSF Property Bare Trust | $2,300 |
* Pension Funds are $3,000. All fees quoted include GST
* If your fund is non compliant – additional fees will apply this will include audit fees for the lodgement of a contravention report, consultation fees with Redwood to discuss issues with the fund and ATO correspondence including ATO audit or special proceedings such as an enforceable undertaking. Additional fees will be quoted to yourself in the course of the additional procedures
The fees above are subject to change at the discretion of Redwood in line with our Disclosures.
No financial advice is provided by Redwood in the establishment or administration of the SMSF. IF you require Financial Advice, please seek advice from a qualified financial advisor. Redwood cannot recommend any financial products.
When you have a question, don’t stress, just call us and we will guide you through to a solution. There is no charge for queries – we donot time phonecalls – remember we operate with a client first attitude.
Redwood is based in Melbourne, we operate out of the leafy eastern suburb of Blackburn, so you can pop in and say hello to our friendly team.
Although we are based in Melbourne, we serve clients across Australia, with clients from Broome to Far North Queensland.
Disclaimer
Disclaimer – our annual administration fees do not include the ongoing annual SMSF Supervisory Levy and ongoing annual ASIC Company fees for the cost of running a company.
Further information on the annual SMSF Supervisory Levy is available on the ATO website at https://www.ato.gov.au/Rates/SMSF-supervisory-levy—2013-to-2017-financial-years/
Further information on the annual ASIC Company fees is available on the ASIC website at https://asic.gov.au/for-business/running-a-company/annual-statements/advance-payment-of-annual-review-fees/
Note – Special purpose company only applies to a corporate trustee of a self-managed superannuation fund.
Read our disclosures in line with the above.
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