DIY Super Managers indicative fees & charges

End of year compliance work covering:

  • Preparation and audit of annual financial statements and compliance requirements
  • Preparation and lodgement of tax return

$1100* depending on size and complexity of fund.

Setting up a new fund comprising:

  • Arrangement of the trust deed, documentation required by the ATO and documentation to open bank account(s)
  • Establishment of corporate trustee company (optional)

$550*

$660*

Documentation including the following:

  • Pensions and benefits, contributions, change of trustee and application for membership

Fees for these documents depend on requirements

*Please note these fees are indicative and may vary.