Schedule of Fees
Partners Superannuation Services (PSS) fees:
- Establishing a new fund - $517
- Amending an existing Fund's Trust Deed - $341
- End of Financial Year Compliance: this is based on the number of assets held during the year.
|
Number of Assets# |
Fee $ |
Number of Assets# |
Fee $ |
|
1 |
1,067 |
2-4 |
1,562 |
|
5-10 |
1,859 |
11-20 |
2,299 |
|
21-30 |
2,706 |
31-40 |
3,069 |
- For funds with a greater number of assets, an individual costing is provided.
- If a client has placed all their investments via a wrap account or an investment platform and this was the only asset of the fund, the fee applicable to a fund with 5-10 assets may be applied. We will advise if this is possible once the information for the fund has been received.
- An additional fee of $275 will apply in the first year if investment history and member data has to be manually loaded.
- For funds with real estate properties, foreign currency accounts and investment portfolio's an additional $220 per investment may apply.
- For funds registered for GST an additional $220 may apply or if Partners are required to do the quarterly IAS or BAS $165 per quarter may apply.
Additional services include:
- Fund Administration - this will vary according to individual circumstances
- Starting a Pension - $520 for one pension, $780 for two pensions
- Paying a Lump Sum Benefit - $242
- Actuarial Certificate for an Allocated Pension - $341
- Consulting with compliance issues - $264 per hour
- SMSF Auditing - $484
A review of fees is undertaken at 1 July each year.
We have costed our fees on the understanding the work undertaken, when completed, is forwarded either to the fund's adviser or the fund's trustees. If we are requested to meet with the trustees either before commencing or when the documents have been prepared, we reserve the right to increase the fee to cover the additional time involved. All fees are inclusive of GST, applicable at July 2008.
Charter Financial Planning Limited, ABN 35 002 976 294 Australian Services Licensee License No. 234665 is not associated with this provider and is not responsible for advice provided by this provider.
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