Transparent & Competitive Fees for Superannuation & Tax Solutions
At Envoy Super, we believe in offering fair pricing for our superannuation administration services on the Sunshine Coast. We don’t believe in charging a percentage of the assets under management, and instead, our fees are based on a flat-rate structure that matches the work we do, regardless of how much money is in your fund.
Our Super Service Fee Structure
Here’s a breakdown of our typical fees:
Trust Setup: From $550 (including GST).
Annual Administration: From $2288 (including GST).
Audit Fee: From $520 (including GST).
Supervisory Levy: $259 (payable to the ATO).
Actuarial Certificate: From $176 (for funds paying a pension).
We ensure that all services are included in our fixed fees and there are no hidden costs or surprise charges. Our team strives to provide clear, upfront pricing so you always know what to expect.
How We Work With You
To ensure we provide an accurate quote, we require a few basic details about your self-managed super fund (SMSF). This information helps us tailor our services to meet your unique needs and ensures that we give you the most precise and fair pricing. Here’s what we typically need from you:
- Fund Details: The type of SMSF you have (e.g., single-member or multiple members).
- Fund Balance: The current value of your SMSF to assess the complexity of administration.
- Investment Strategy: An overview of your fund’s investment approach and asset allocation.
- Past Documentation: Any relevant previous reports or statements that we can use to begin.
Once we’ve received this information, we will review your needs and provide you with a detailed quote.
We’ll also be happy to answer any questions you might have regarding the process or the services we provide. Our goal is to make the SMSF administration process simple and hassle-free, leaving you to focus on making the right financial decisions for your future.
For further information about our service fees, give our team a call on (07) 5493 0584.