02 9579 5975
info@nextgensuper.com.au

Fees

What sets NextGen Super apart?

Superior client service at competitive rates. Take control of your future today and start an SMSF for as little as $330.

Establishment

SMSF (Individual Trustee) Online Version
$330
Printed Version
$430
Transfer an Existing SMSF FREE Charges may apply if we do not receive
all relevant information as prescribed
in our service guide
SMSF (Corporate Trustee) Online Version
$660
Printed Version
$760

Administration

*Please note that the below administration fees include the annual audit

The Daily Administration Solution
SMSF with net assets under $200,000 $1,700 pa
SMSF with net assets under $200,001 to $500,000 $1,850 pa
SMSF with net assets under $500,001 to $1,000,000 $2,050 pa
SMSF with net assets under $1,000,001 to $2,000,000 $2,400 pa
SMSF with net assets under $2,000,001+ From $2,400 pa*

*Will be quoted individually

The Monthly Administration Solution
SMSF with net assets under $200,000 $1,300 pa
SMSF with net assets under $200,001 to $500,000 $1,500 pa
SMSF with net assets under $500,001 to $1,000,000 $1,700 pa
SMSF with net assets under $1,000,001 to $2,000,000 $2,000 pa
SMSF with net assets under $2,000,001+ From $2,000 pa*

*Will be quoted individually

The Annual Administration Solution
SMSF with net assets under $200,000 $1,200 pa
SMSF with net assets under $200,001 to $500,000
SMSF with net assets under $500,001 to $1,000,000
SMSF with net assets under $1,000,001 to $2,000,000
SMSF with net assets under $2,000,001+ From $1,200 pa*

*Will be quoted individually

Additional Administration charges
Property surcharge (per property) $250 pa
Loans (per loan) $200 pa
Collectibles (per collectible) $200 pa
Bank Accounts not on the prescribed data feed list $150 pa
Other brokers and platforms not on the prescribed data feed list $250 pa, per broker or platform
Ongoing Pension administration FREE (included as part of the ongoing administration)

Supplementary Services

Actuary Certificate – Account Based Pension $220
Actuary Certificate – Defined Benefit Pension $440
Audit $385 This fee is included in the ongoing compliance package and not additionally payable. If you are not already a client of NextGen Super this is the fee payable for our SMSF audit services.**
Business Activity Statement – Preparation and Lodgement $220 Per annum fee, payable with the ongoing administration packages.
Fund Wind-up $550 Including rollover documentation.
Pension Establishment $330 Payable in the year of establishment.
Ongoing Pension Monitoring & Compliance FREE Service included as part of the comprehensive package.
Other Services not listed By Quotation

**The Audit Fee may vary subject to the complexity of your fund. Additional charges may be incurred for Limited Recourse Borrowing, Derivative Trading, Segregated Assets and Compliance Contraventions.

ATO & ASIC Fees

The following fees are payable annually to the ATO and ASIC by way of direct debit from your fund’s bank account.

ASIC Annual Review Fee – Special Purpose Company $44
ASIC Annual Review Fee – Proprietary Company $236
ATO Superannuation Levy – 2013 Financial Year $191

Other Tax Services

Competitive fees for other tax services will be provided by quotation on a case-by-case basis.

Contact us today for a fee proposal.