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new-smsf

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New SMSF

Super Evolution ensures establishing a new Self-Managed Superannuation Fund is a straightforward process by managing all aspects of the set up on our clients’ behalf, from new SMSFs to the transition of existing Self-Managed Superannuation Funds. From there, clients maintain total control over how superannuation is invested with Super Evolution on hand to handle the ongoing administrative elements of the Self-Managed Superannuation Fund.

New SMSF with Corporate Trustee New SMSF with Individual Trustee
Fixed Fee $1,892.00 Fixed Fee $1,100.00
  • Cost is $1,892.00 including GST if there is a Corporate Trustee already in existence
  • Includes set up of Corporate Trustee and SuperCentral SMSF Deed
  • Membership Applications
  • Registration with the Tax Office (including ABN & TFN Application)
  • Includes set up of SuperCentral SMSF Deed
  • Membership Applications
  • Registration with the Tax Office (including ABN & TFN Application)

smsf-ddministration

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SMSF Administration

Expert handling of your Self-Managed Superannuation Fund is vital to maximise the tax-effective accumulation of financial assets for later in life, but the administrative process is time-consuming and complex.

Super Light Super Progress Super Active Custom
From
$495 / quarterly
From
$750 / quarterly
From
$1155 / quarterly
Pricing to be determined upon application
  • 1 Broker Link
  • 0-10 Investments
  • 3 Transactions Per Month
  • Quarterly Pensions
  • 2 Bank Accounts
  • 1 Broker Link
  • 10-20 Investments
  • 5 Transactions Per Month
  • Monthly Pension Payments
  • 2 Bank Accounts
  • 2 Broker Links
  • 20-35 Investments
  • 10 Transactions Per Month
  • Monthly Pension Payments
  • 3 Bank Accounts
  • May include rental properties
  • Wine Portfolios
  • Excess of normal transactions
  • Other Unlisted Investments

pension-commencement

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Pension Commencement

Following changes in legislation, Self-Managed Superannuation Funds are now permitted to borrow funds to acquire assets, and the opportunities for leverage are significant.

Simple Account Based Pension Transition to Retirement Pension
  • Includes Letters to and from the Fund requesting Pension Account be established and Minutes of Meeting
  • Includes calculation of Minimum Pension Payment Requirements
  • Includes Letters to and from the Fund requesting Pension Account be established and Minutes of Meeting
  • Includes calculation of Minimum and Maximum Pension Payment Requirements

borrowing

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Borrowing

Following changes in legislation, Self-Managed Superannuation Funds are now permitted to borrow funds to acquire assets, and the opportunities for leverage are significant.

Standard Borrowing Stamp Duty Pack Lease Compliance
Pack
Custom Pack
      From
$495 / quarterly
  • Corporate Trustee for Holding Trust
  • Holding Trust Deed
  • Trustee Minutes
  • Custodian Minutes
  • Transaction guide to be provided to conveyancing solicitor
  • Letter to Stamp Duty Authority from the SMSF
  • Preparation of Statutory Declaration for Stamp Duty Authority
  • Direction by Super Fund Trustee to the Holding Trustee to enter into lease
  • Trustee Minutes
  • Custodian Minutes
  • A Combination of the Standard Borrowing Pack, Stamp Duty Pack and Lease Compliance Pack

ASSOCIATIONS