FEE SUMMARY
 
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Fee Summary

Besides value for money, we have simplicity in our fees. The fee for SMSF actuarial certificates are per report irrespective of how many members are included.

2008/09 fees are:

Pension Actuarial Certificates
Certificate
Unsegregated Pensions & Accumulation (283 Cert) $187.00
Year End Defined Benefit Pension Certificate $385.00
Defined Benefit Pension (where pension was commuted) $385.00
Self Insurance Certificate $132.00
Report on Altering Defined Benefit Pensions $440.00
Transition to Retirement Calculations $440.00
Financial Condition Report $440.00
Defined Benefit Pension Crystallisation Report $99.00
 
Other Superannuation Reports
  Report

SMSF Triennial Defined Benefit Valuation
(incl. SG Benefit and Funding & Solvency Certificates)

 

$660.00
* All prices include GST and assume a clear standard datasheet is provided. If significant additional work is required to assemble data or for undue complexity, we will contact you.