Schedule of Fees
Partners Superannuation Tax Services fees, inclusive of GST, applicable at July 2011 are:
- End of Financial Year Compliance - based on number of assets held during year and includes Annual Return, Financials and Audit.
|
Number of Assets # |
Fee $ |
Number of Assets # |
Fee $ |
|
1 |
1259 |
2-4 |
1721 |
|
5-10 |
2167 |
11-20 |
2599 |
|
21-30 |
3068 |
31-40 |
3453 |
|
41-50 |
3869 |
51-60 |
4285 |
For funds with a greater number of assets, an individual costing is provided. An additional fee of $295 will normally 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, investment portfolio or wrap account an additional $235 per investment will normally apply.
For funds registered for gst on an annual basis an additional $245 will normally apply. If Partners are required to do the quarterly IAS or BAS $179 per quarter may apply.
- Consulting with compliance issues - $345 per hour
Partners Superannuation Services fees, inclusive of GST, applicable at July 2011 are:
- Establishing a new fund - $517
with trustee company set up;
$1152 (electronic company doc's)
$1252 (hard copy company doc's)
- Amending an existing Fund's Trust Deed - $350
with trustee change documentation - $600
- Trustee Change Documentation - $330
- Actuarial Certificate for Funds with Account Based Pensions - $350
- Starting an Account Based Pension - $520 for one member, $780 for two members
- Recasting of Pensions - $420 for one member, $630 for two members
- Superannuation compliance telephone assistance annual subscription service - $660
- Consulting with compliance issues - $360 per hour
We have costed our fees on the understanding the work undertaken, when completed is forwarded either to the funds 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.
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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