Super Evolution Ensures Establishing A New Self-Managed Superannuation Fund Is A Straightforward Process

By managing all aspects of the set up on our clients’ behalf, from new SMSFs to the transition of existing Self-Managed Superannuation Funds. From there, clients maintain total control over how superannuation is invested with Super Evolution on hand to handle the ongoing administrative elements of the Self-Managed Superannuation Fund.

New SMSF

Super Evolution ensures establishing a new Self-Managed Superannuation Fund is a straightforward process by managing all aspects of the set up on our clients’ behalf, from new SMSFs to the transition of existing Self-Managed Superannuation Funds. From there, clients maintain total control over how superannuation is invested with Super Evolution on hand to handle the ongoing administrative elements of the Self-Managed Superannuation Fund.

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New SMSF with Corporate Trustee

Fixed Fee $1,892.00

  • Cost is $1,892.00 including GST if there is a Corporate Trustee already in existence
  • Includes set up of Corporate Trustee and SuperCentral SMSF Deed
  • Membership Applications
  • Registration with the Tax Office (including ABN & TFN Application)

New SMSF with Individual Trustee

Fixed Fee $1,100.00

  • Includes set up of SuperCentral SMSF Deed
  • Membership Applications
  • Registration with the Tax Office (including ABN & TFN Application)

SMSF Administration

Expert handling of your Self-Managed Superannuation Fund is vital to maximise the tax-effective accumulation of financial assets for later in life, but the administrative process is time-consuming and complex.

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Super Light

From 
$495 / quarterly

  • 1 Broker Link
  • 0-10 Investments
  • 3 Transactions Per Month
  • Quarterly Pensions
  • 2 Bank Accounts

Super Progress

From 
$750 / quarterly

  • 1 Broker Link
  • 10-20 Investments
  • 5 Transactions Per Month
  • Monthly Pension Payments
  • 2 Bank Accounts

Super Active

From 
$1155 / quarterly

  • 2 Broker Links
  • 20-35 Investments
  • 10 Transactions Per Month
  • Monthly Pension Payments
  • 3 Bank Accounts

Custom

Pricing to be determined upon application

  • May include rental properties
  • Wine Portfolios
  • Excess of normal transactions
  • Other Unlisted Investments

Pension Commencement

Following changes in legislation, Self-Managed Superannuation Funds are now permitted to borrow funds to acquire assets, and the opportunities for leverage are significant.

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Simple Account Based Pension

  • Includes Letters to and from the Fund requesting Pension Account be established and Minutes of Meeting
  • Includes calculation of Minimum Pension Payment Requirements

Transition to Retirement Pension

  • Includes Letters to and from the Fund requesting Pension Account be established and Minutes of Meeting
  • Includes calculation of Minimum and Maximum Pension Payment Requirements

Borrowing

Following changes in legislation, Self-Managed Superannuation Funds are now permitted to borrow funds to acquire assets, and the opportunities for leverage are significant.

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Standard Borrowing

  • Corporate Trustee for Holding Trust
  • Holding Trust Deed
  • Trustee Minutes
  • Custodian Minutes
  • Transaction guide to be provided to conveyancing solicitor

Stamp Duty Pack

  • Letter to Stamp Duty Authority from the SMSF
  • Preparation of Statutory Declaration for Stamp Duty Authority

Lease Compliance Pack

  • Direction by Super Fund Trustee to the Holding Trustee to enter into lease
  • Trustee Minutes
  • Custodian Minutes

Custom Pack

From 
$495 / quarterly

  • A Combination of the Standard Borrowing Pack, Stamp Duty Pack and Lease Compliance Pack

Quick
Enquiry




Willoughby
Office

Phone: (02) 9098 5055

549 Willoughby Rd
Willoughby NSW 2068
Australia

Newport
Office

Phone: (02) 9098 5055

Suite 7, 9 Foamcrest Avenue
Newport Beach
NSW 2106 Australia

Meet Our Team

Experts in SMSF

Our SMSF Experts

By managing all aspects of the set up on our clients’ behalf, from new SMSFs to the transition of existing Self-Managed Superannuation Funds. From there, clients maintain total control over how superannuation is invested with Super Evolution on hand to handle the ongoing administrative elements of the Self-Managed Superannuation Fund.

CONTACT USCall : (02) 9098 5055