SMSF establishment by experts we have partnered with.

Option to invest in QuietGrowth portfolios through your SMSF.

Ongoing SMSF administration and audit by chartered accountants.

We have partnered with Green Frog Super, a trusted and experienced Self Managed Super Fund administrator. Our SMSF partner is an independently-owned business comprising of a team of Chartered Accountants with over 15 years of experience in SMSF administration.

SMSF Set-up and Administration Process

I. SMSF establishment

  1. Fill the online form and pay the set-up fee
  2. We will apply for SMSF ABN, TFN and generate the trust deed
  3. We will set up the Cash Management Account. You can rollover your existing super to your SMSF

II. Invest in QuietGrowth portfolios

  1. Determine the risk tolerance score of your fund and sign the MDA Contract
  2. QuietGrowth will open a brokerage account in your name
  3. Invest part or full amount of your SMSF into QuietGrowth portfolios

III. SMSF management

  1. Ongoing SMSF administration
  2. Annual SMSF audit

Pricing for SMSF Set-up

 

Establishment fees

Individual Trustee

One-off $275

  • Apply for ABN and TFN for the SMSF
  • Trust Deed with trustee declarations and other documentation in PDF format
  • Investment Strategy template and minutes for establishing the SMSF

Corporate Trustee

One-off $799

  • Fee includes the one-off ASIC registration fee
  • Apply for ABN and TFN for the SMSF
  • Trust Deed with trustee declarations and other documentation in PDF format
  • Investment Strategy template and minutes for establishing the SMSF

Ongoing Administration fees

Individual Trustee

Administration fee $669 per annum
Independent Audit fee $330 per annum
   
Total fees $999 per annum
 

Corporate Trustee

Administration fee $669 per annum
Independent Audit fee $330 per annum
Annual ASIC fee * $54 per annum
Total fees $1,053 per annum
* Annual ASIC fee may vary every year

Additional fees

After setting up the SMSF, an optional hardcopy of Trust Deed is sent to your physical address. The additional fees is to cover the printing, postage and binder costs. $75
Additional administration fee during the Pension phase. That is, there is at least one member who takes a pension or who withdraws a lump-sum from the fund $220
Actuary Fee – if needed for exempt current pension income % $170
  • The above fees include GST.
  • The above fees are applicable only for clients who invest all of their SMSF in QuietGrowth portfolios.
  • The above fees are during the Accumulation phase only, unless mentioned otherwise. That is, there are no members who take a pension or who withdraw a lump-sum from the fund.
  • Fees for QuietGrowth MDA investment service are charged separately for the amount in QuietGrowth portfolios. Refer to QuietGrowth pricing for MDA service for more details. There is no additional fee for the set up of QuietGrowth MDA investment service.
  • For any additional services, our partner Green Frog Super is happy to assist and provide the service with extra charges.