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Simon Fan CPA
Suite 124/40 Burgundy St
Heidelberg, 3084

Phone
(03) 9457 3338

Mobile
0409 995 521

Schedule of Fees (effective date: 01 July 2010)

 

Superannuation Fund Establishment: $396 ( incl. any advice, setup paperwork, and trust deed)

Superannuation Fund Transfer: $198 (dependent on provision of good records, previous year’s regulatory reports, members’ statements, and historical cost base of existing assets).

Superannuation Consulting Service: $99* per hour (incl. investment in asset classes, retirement planning, legislative framework, pension strategies etc etc.)

*3 hours per year inclusive at no charge if an existing client of Self Funded Super.

SMSF Administration $49   per hour
SMSF Accounting $99   per hour
SMSF Audit $149   per hour
       
Supervisory Levy $150   per annum
       
Actuarial certificates:      
Account Based Pension $264   if required
Complying Pension $451   if required
       


Check out our rates

#We do not charge an annual management fee nor a percentage of your portfolio balance. The above fees are indicative of the savings in management fees that can be achieved by doing it yourself (as the name diy super suggests). Before we undertake any consulting engagement, we will be happy to provide you with an estimate.

^Please note that a $150 supervisory levy per annum is payable to the Australian Tax Office.

~minimum fee of $660 and a maximum fee of $3960 per fund based on the complexity and volume of transactions within the fund.

 
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