Taxwell Fees

SMSF ESTABLISHMENT – $1,800 + GST

Includes:

• SMSF Trust Deed
• ASIC registration of Corporate Trustee (ASIC fee $611 included)
• Special Purpose Corporate Trustee:
  • Incorporation documents
  • Constitution
  • Minutes
  • Shareholder certificates
• Lodgment of Election to become a Regulated SMSF
• TFN & ABN application for the SMSF
• Fund rollover to your SMSF
• Assistance with SMSF bank account setup
• Ongoing consultation on SMSF administration

BARE TRUST SETUP (PROPERTY PURCHASE) $1,600 + GST

Includes:

• Bare Trust Deed (also known as Custodian Trust)
• ASIC registration of Corporate Trustee (ASIC fee $611 included)
• Corporate Trustee documentation:
  • Incorporation documents
  • Constitution
  • Minutes
  • Shareholder certificates
• Mortgage documentation preparation (if applicable)

Note: Stamp duty may apply.

SMSF ANNUAL COMPLIANCE – $2,000 + GST

Includes:

• Annual financial statements (Balance Sheet & Profit & Loss)
• Member statements
• Trustee resolutions and minutes
• Lodgment of SMSF Annual Tax Return
• Preparation of audit working papers for independent auditor (auditing incur additional costs – approx $350-$500 )
• Management of corporate secretarial obligations (2 companies)
• Ongoing SMSF administration support

Note: above is for 1 property in SMSF. Additional assets incur extra fees.

COMPANY SETUP – $1,400 + GST

Includes:

• ASIC registration of Company (ASIC fee $611 included)
• Official Company documentation:
  • Incorporation documents
  • Constitution
  • Minutes
  • Shareholder certificates
  • TFN & ABN applications (where applicable)
  • Ongoing tax consultation and strategic advice during setup

COMPANY COMPLIANCE – $1,000 + GST

Includes:

• Preparation of annual financial statements
• Lodgment of Company Tax Return
• Company distribution resolutions and minutes
• Ongoing tax consultation and strategic advice
• Annual corporate secretarial obligations

Note: Annual corporate secretarial obligations include ASIC compliance and company record
maintenance, with an estimated statutory annual review fee of $ 321 payable to ASIC

TRUST SETUP – $1,800 + GST

Includes:

• Discretionary Trust Deed ( also known as Family Trust Deed)
• ASIC registration of Corporate Trustee ( ASIC fee of $ 611 included)
• Corporate Trustee documentation:
  • Incorporation documents
  • Constitution
  • Minutes
  • Shareholder certificates
• TFN & ABN applications
• Ongoing tax consultation and strategic advice during setup

Note: Stamp duty may apply depending on the state of establishment and is payable to the relevant
State Revenue Office ( e. g. NSW $750, VIC $200, NT $20, Other States may be nil)

TRUST ANNUAL COMPLIANCE $1,400 + GST

Includes:

• Preparation of annual financial statements
• Lodgment of Trust Tax Return
• Trust distribution resolutions and minutes
• Ongoing tax consultation and strategic advice
• Annual corporate secretarial obligations

Note: Annual corporate secretarial obligations include ASIC compliance and company record
maintenance, with an estimated statutory annual review fee of $ 321 payable to ASIC