SMSF Fees

Catalyst Super offers a comprehensive SMSF administration solution at an extremely competitive rate.  Rather than percentage based fees, our clients pay flat rate establishment and ongoing administration fees which are based upon the complexity of the fund.

Establishment fees

The fees to establish a Self-Managed Super Fund are $750 (plus GST) with an individual trustee or $1,250 (plus GST) with a trustee company.

These fees include all services as outlined in the SMSF Establishment section.

Administration fees

No set up fees are charged to set up a fund on the Catalyst Super online system or to switch an existing fund onto the Catalyst Super online system.

Ongoing annual administration fees start from $1,200 (plus GST).

Additional fees for essential services such as the annual audit fee will be charged in addition to the ongoing administration fees.

Our fees are payable monthly in arrears and are direct debited from your funds bank account.

Compliance fees

A once-off trust deed conversion fee of $395 (plus GST) is charged to convert your existing trust deed to our preferred format to ensure full and ongoing compliance.

An annual trust deed update fee of $200 (plus GST) covers the ongoing amendment and updating of your trust deed to ensure that it continues to comply with legislation.

We also offer a number of optional services to assist trustees manage the fund such as the continual trust deed update service.  These fees will be charged on a per item basis and will be charged in addition to the ongoing administration fees.

For a detailed explanation of our professional fees please contact us on 1300 961 547.