SMSF Fees

Establishment fees

SMSF fees will vary depending on which package you’re on. For detailed information on all SMSF fees, please refer to our Stake Super Fee Schedule

Reimbursement

• This fee is paid by members upfront but can later be reimbursed by the SMSF, once there are funds in the SMSF bank account. 

• Once your rollover has been processed and your Stake AUD account has sufficient funds, Stake operations will reimburse the $990 fee from the SMSF. 

Annual Government Fees

• Self Managed Super Funds are obligated to pay additional annual fees to the Australia Government, including:
  • ATO Supervisory Levy - $259/year: This fee is included in the SMSF tax assessment calculation. For newly registered SMSFs the ATO levy includes 2 X $259 amounts covering the current and following financial year.
  • ASIC Company Annual Review Fee - $65/year: Self-managed Super Funds are required to pay this annual fee for their company trustee. The amount is indexed each year on the 1st of July.

 

How and when are my SMSF fees paid?

All SMSF related fees must be paid from the SMSF cash account.

The annual ongoing Stake Super annual fees are deducted from your SMSF cash account on the anniversary date of your fund.