The fees and charges in Superannuation Warehouse are simple and low - we strive to be as efficient as possible. Our fees are one low flat rate, irrespective of your SMSF balance or number of transactions.

Our fees schedule:

SMSF set-up with individual Trustees = FREE
Monthly charge, basic providers (UBank and\or Bell Direct) = $39 per month
Monthly charge, any investment option = $79 per month
Corporate Trustee set-up = $950 once-off fee
Existing SMSF take-on = $475 once-off fee
Bare Trust set-up when borrowing for investment property = $950 once-off fee 

Audit only (if you do your own accounting & tax) = $400
Annual Fee for a Bare Trust and Corporate Trustee = NIL
Fee payable to ASIC on a Corporate Trustee = $41 annually
Super Levy Surcharge payable to the ATO = $180 annually (was $150 2009 $ 2010) 

Note on fees

Fees are payable monthly in arrears. All fees include GST. There are no exit or penalty fees if you decide not to use Superannuation Warehouse any longer.

Administration fees covers annual accounts preparation, tax return submission and the audit (we appoint and pay the auditor). This is everything you need to run your SMSF. The only additional costs you have are items like bank fees and brokerage.

If your SMSF is set up on the 12th of the month, we will set up a debit order to go off the SMSF bank account on the 12th each month. We know it can take a while to get a bank account set up and funds rolled over from your existing Superannuation Fund to the SMSF, so we completely understand if this takes some time.

What do we expect from you?

1. When contributing to your SMSF, keep track of how much each member contributes.
2. Supply us with all your accounting information at the end of the financial year in an Excel format (.xls file) or similar format e.g. a CSV file. Superannuation Warehouse will use this to prepare your financial accounts, calculate member benefits, work out the tax liability to be paid by the Fund and submit the tax return.

3. Additional information can be sento to us with an email scan or posted in the mail.

4. The reason we ask for soft copy files is to minimise re-keying of data where there's high volumes. With only a few transactions a year we don't mind working off paper copies. Its just if there's pages of transactions, it is more efficient to have this in soft copy format.

We will supply you with the following documents at the end of the financial year, which is a complete administration service: Financial Statements, Member Benefit Statements, Tax calculation and tax return that we lodge for your SMSF as well as Trustee Minutes for the year.

Our fees are the most competitive in the market - we want you as a client!!