Intello's fees are completely transparent and can be found on our website here:
https://intello.com.au/smsf-administration-fees
Please note our fees are only applicable to advisers (financial planners and accountants)
Intello does not work with SMSF trustees directly.
SMSF Administration Fees:
- Essentials - $125/m
- Non-Data Fed - $165/m
The above equates to $1,500 or $1,980 annually.
Fees are all inclusive and include the following:
- Annual independent audit
- Preparation of SMSF financial statements
- Preparation of all necessary minutes (including pension minutes)
- Lodgement of the SMSF annual tax return
- Virtual ASIC registered office service for trustee companies
- All applicable software fees
- No fees to transfer or exit the Intello SMSF administration service
- Unlimited transactions / accounts / investments
- Technical and strategy support from our experienced and qualified team
- 24/7 online access to all fund information and reports
- Access to our online adviser portal
- More information below (bottom of page)
The only additional fee levied is for actuarial certificates which are $165 when incurred ($495 for legacy pensions).
Pro-rata fees apply for new established SMSFs in their first year. Refer the following article: New SMSFs - Minimum Fees for 1st Year Administration
We also have the ability to offer flat fees for businesses that have at least 100 SMSF clients.
Discounted fees for 'integrated solutions' are also available for certain advisers. Please contact us to find out more about our integrated solutions.
SMSF Establishment Fees:
- Individual Trustees - $275
- Corporate Trustee - $990
The above prices is for soft-copy PDF documents. If you would like hard copy bound documents delivered, the fees are $385 and $1180 respectively for individual and corporate trustees.
The above fees include ABN/TFN applications for the applicable entities.
Other Document Services:
- Upgrade of existing SMSF deed - $275
- Upgrade of SMSF deed & appointment of trustee company - $990
- Limited recourse borrowing/bare trust documentation - $495
- Company establishment - $715
- New SMSF plus limited recourse borrowing documentation package - $2200
- Establish a discretionary trust (family trust / investment trust) - $275
- Establish a fixed unit trust - $275
The above prices are for soft-copy PDF documents. Additional fees apply if you would like hard copy bound documents delivered.
Non-SMSF Services Pricing:
- Non-SMSF Portfolio Administration (Trusts, Companies, Joint & Individual Portfolios) - from $50/m
- Optional tax lodgement fee of Trusts / Companies - $360 p.a.
- Personal Income Tax Returns - P.O.A. (from $297 p.a.)
More information on our non-SMSF services can be found here: Can Intello assist with the portfolio reporting and tax returns for trusts?
VIEW BELOW OUR TERMS AND CONDITIONS ON PRICING.
FOR MORE DETAILED INFORMATION, CONTACT US.
INCLUSIONS & EXTRAS
- All fees are quoted inclusive of GST
- Administration fees include: Monthly reconciliation of accounts (transactional data and investment pricing updated daily), preparation of annual financial statements and SMSF annual return, annual independent audit, pension administration, online access to SMSF accounts and portfolio reporting for you and your clients (you control access) and complete white-labeling of reports and online presence.
- Actuarial certificate fees are charged as an additional fee at the completion of the job – $165 (account based)/$495 (defined benefit).
- Audit contravention reports completed by our independent auditor will incur an additional fee.
- We reserve the right to levy additional fees for work outside the above inclusions – for example administration for the implementation of very complex strategies or ATO audits. In these cases we will quote and agree to any additional fees upfront before commencing the work.