contactus@smsf360.com.au
1300 36 60 90
Find
Facebook
Rss
Twitter
Google+
SMSF360 Pty Ltd
Every step of the way
About us
Who we support
Advisers
Trustees
Our Services
Setting up a SMSF
SMSF Administration
Get a quote
SMSF borrowing
SMSF Documents
SMSF Pensions
Specialist Advice
Knowledge Base
Latest News
Login
Contact Us
Menu
back
SMSF Administration & Service Agreement Fee Calculator
Section A - Your details
Prepared by:
Preparer Email
*
Date
Date Format: MM slash DD slash YYYY
Your reference
Section B - Prospects Details
Name
*
Email
*
Address
Phone
Section C - Fee Quote Information
Financial Year Ended 30 June
*
Select
2013
2014
2015
2016
2017
2018
2019
Fund Structure
*
Select
Accumulation
Pension
No. of Investments (Direct)
No. of Investments (Direct) (Total)
No. of Investments (Wrap)
No. of Investments (wrap) (Total)
No. of Investments (Total) lower 15
No. of Property Investments
No. of Property Investments (total)
No. of LRBAs on fund investments
No. of LRBAs on fund investments (total)
Total Investment
Administration & Compliance Fee
No. of Corporate Trustees
*
No. of Corporate Trustees (total)
GST Registered?
*
Select
Yes
No
GST Registered? (note)
GST Registered? (Note - 0 )
ATO Audit Insurance Cover
Select
Yes - New SMSF
Yes - Existing SMSF (> 6mths)
No
ATO Audit Insurance Cover (total Yes New)
ATO Audit Insurance Cover (yes - existing)
Total Fee
Monthly Fee Payable(rounded)
Please note that this quote is valid until:
Additional Fees:
Fund Audit
Actuarial Certificates
Excessive transactions
* more than 360 bank transactions within a financial year
* more than 75 purchases and sales within a financial year
Accumulation
Pension
No. of Investments (Over All Total)
ATO Audit Insurance Cover (overall total)
Date Text
GST NOTE
Share this page
Facebook
Twitter
Google+
LinkedIn
The background has been modified using
CSS BackGround
plugin
