Pricing
In this section we have outlined all of our fees relating to running your own SMSF. Please note that prices and government levies/charges are subject to change. There are three ongoing packages to choose from, which are outlined below.
SMSF Establishment Packages
Service Provided
Individual Trustee
Corporate Trustee
Existing SMSFs
Establishment of new SMSF with an individual trustee
✓
Establishment of new SMSF with a corporate trustee
✓
Establishment of a company to act as trustee
✓
Trust deed preparation and execution
✓
✓
Application for Australian Business Number and Tax File Number
✓
✓
Establishment of a Macquarie Cash Management Account (where necessary)
✓
✓
✓
Establishment of a Rivkin Securities equities and options account (where necessary)
✓
✓
✓
Investment strategy template
✓
✓
Taking over administration of existing funds or pension
✓
Loading previous transaction data into our specialist software
✓
Review of Trust Deed
✓
Investment Cost (incl. GST)
$880
$1210
$550