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Schedule of Fees
Schedule of Fees
Fee (inc. GST)
Annual Compliance
from $990
Preparation of all the annual reporting requirements including: Statement of Financial Position, Profit & Loss Statement, Member Statements, Investment Reports, Trustee Resolutions & Minutes, Annual Return, and Independent Audit.
New SMSF Establishmentment
We attend to every requirement to establish your SMSF including providing you with the Trust Deed and other legal documents and attending to registration with the ATO.
Taxation Advice & Strategiestrategies
Fixed Upfront
Please contact us to discuss tax minimisation strategies specific to your situation.
Superannuation Ruleses
Please contact us if you require information on superannuation rules.
BGL Simple Fund Conversionnversion
We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.
Actuarial Certificate
JustSMSF will procure an actuarial certificate (if required)
Fund Structure
Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.
Deed Variation
Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions.
Death Benefit
In the event of your death, this binds the remaining trustees to distribute your death benefits in accordance with your wishes. 
Pension Commencementment
A one off establishment fee for documentation to commence an ABP or TRRP. JustSMSF will provide a comprehensive package inclusive of:
  Minimum pension calculations
  Maximum pension calculations (TTRP only)
  Draft Minutes
  PAYG Withholding Registration (Fund member is under 60 years of age)
  Tax File Number Declaration (Fund member is under 60 years of age)
  Advice of PAYG Withholding Tax (Fund member is under 60 years of age)
  Product Disclosure Statement
    Pension Agreement
770 Price includes ASIC lodgement fee of $444. Our package includes:
  Consent to act as Director
  Consent to act as Secretary
  Application for shares
  Minutes of a meeting of directors
  Share Certificates
  Consent to act as Public Officer
  Notice of appointment of Public Officer
  Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered company name
    An Establishment Kit explaining what to do next