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SMSF Costs & Fees

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SMSF Set Up, Costs & Administration Fees
SMSF Establishment with Corporate Trustee $ 1,099
SMSF Establishment with Individual Trustee $ 430
Annual Administration (including audit) $ 1,308*
SMSF Property Bare Trust $2,035

* Pension Funds are $1,848. All fees quoted include GST

The fees above are subject to change at the discretion of Redwood in line with our Disclosures.

All SMSF establishments require Financial Advice from Redwood Wealth Pty Ltd. An additional fee will be charged for advice services provided on the establishment of the SMSF – which will be quoted on your initial consultation / communication with your Redwood consultant. Services will be provided in accordance with the Financial Services Guide which will be provided to you upon providing advice.

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 suburbs of Melbourne, 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.

 

Note, the laws have changed in relation to the way our business operates. Per our disclosures, we are now required by Law to provide “financial advice” on the establishment of a SMSF. That means, that generally we will undertake a process upon application to issue advice to you in the form of a Statement of Advice. Additional fees will apply for the Statement of Advice which will be advised at the application stage. Unfortunately Redwood cannot establish an SMSF without providing advice to you.

 

If you have received financial advice on the establishment of the SMSF, we may be able to assist on a “execution only” basis. Once more, best to discuss these details at the Application Stage.

 

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 http://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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