Final Accounts & Income Tax Return Pension Funds the fee Includes the following:

• Procuring the actuarial certificate
• Preparation of annual pension calculations & minutes

The cost of Audit is not included in the above compliance fee.

Fees:  $

New Fund (including Trust Deed) Our package includes (all contained in an indexed folder):

• Trust Deed (in duplicate);
• Member Applications;
• Trustee Consents;
• Minutes;
• Trustee Declaration;
• Product Disclosure Statement;
• Sample Binding Death Nomination Forms

Fees:  $

• Trustee Appointment or Removal
• Member Appointment or Removal
• Founder Appointment or Removal
• Change of Fund Name

Fees:  $

 Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions, allowing for SMSF complying loans, Account Based Pension payments and Allocated Pension conversions. (Volume discounts will apply)

Fees:  $

Fees:  $

Fees:  $

A comprehensive package to deal with lump sum payments including PAYG withholding tax registration (if required)

Fees:  $

Preparation of Rollover Benefit Statement and supporting documentation

Fees:  $

This service is aimed at assisting professional services firms with the following type of funds:

• Possible non complying funds
• Funds with multiple years of outstanding returns
• Funds that have converted from the accumulation phase to the pension phase and   this transition has not been correctly reflected in the financial statements and member accounts

This is a stand-alone service and will be charged on a time basis.

Fees:  $

Including Conversion of Allocated Pension (AP) to Account Based Pension (ABP) Justsuper will provide a comprehensive package inclusive of:

• Minimum pension calculations
• Maximum pension calculations – (TRIS pensions only)
• Draft minutes
• PAYG Withholding Registration – (Fund member is under age of 60)
• Tax File Number Declaration – (Fund member is under age of 60)
• Advice of PAYG Withholding Tax – (Fund member is under age of 60)
• Product Disclosure Statement
• Pension Agreement
• Price is per income stream

Please Note: Transition to Retirement Income Stream (TRIS) is a subset of the Account Based Pension

Fees:  $

Special Purpose SMSF Trustee Our package includes:

• a constitution (In Triplicate);
• minutes;
• registers; and
• an indexed Corporate Folder

Fees:  $

• Lodgement of Quarterly Activity Statements
• Lodgement of Annual Activity Statements

Fees:  $

Preparation and Lodgement

Fees:  $

Includes preparation and lodgement of the company annual review

Fees:  $

Bselfmanaged will procure an actuarial certificate (if required) and disburse it at cost:

• Allocated Pension
• Account Based Pension
• Market Linked Pension
• Defined Benefit Pension

Fees:  $

This is a once off fee to convert the SMSF’s of an accounting practice from other administration software platforms to the BGL administration system, including investment history and member account balances. This is a stand-alone service. You do not need to be using our SMSF administration service.

Fees:  $

• Bselfmanaged will advise the Fund Trustee of whether the takeover process is considered to be standard or non-standard. A standard Fund will not be charged a takeover fee but should the Trustee terminate the Administration Agreement having paid Bselfmanaged less than 3 Financial Years Compliance Administration fees, Bselfmanaged may charge the Trustee a fee not exceeding the annual compliance administration fee. A non-standard existing Self Managed Superannuation Fund takeover fee quotation will be advised to the Trustee prior to the commencement of the administration services.
• This fee is paid in equal monthly instalments by direct debit from the Funds Cash Account. Any outstanding balance will be invoiced upon delivery of the Financial Statements. The annual pension fee will apply in respect of the year of pension commencement and all subsequent full or part years in which a pension is paid from the Fund. We reserve the right to amend and quote a unique Fund fee where extraordinary issues exist.
• This fee is applicable where 100% of Fund assets are held on an Approved Platform for the full Financial Year. Approved Platforms include all HUB24 and some HUB24-like services such as the Bselfmanaged Investment Portfolio Service.
• The Fund Audit will be conducted by Independent Auditors. Additional charges will be incurred for Limited Recourse Borrowing ($280), Segregation Asset ($70 per segregation) and Auditor Contravention Reports ($250).
• This service automatically combines contributions made during the financial year with an existing pension account effective 30 June. This is applicable where a member is receiving a Transition to Retirement or Account Based Pension while continuing to make contributions to the Fund. The fee is per individual member and will cease when the member reaches age 75 or when it is confirmed that there are no further contributions being made.
• Non standard assets include but are not limited to direct real property, collectables, private trust units, unlisted public company shares, private company shares and agriculture investments. The fee is payable on initial purchase or transfer into the Fund.
• These fees are in addition to the applicable Compliance Administration fee for the relevant Financial Year