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Understanding SMSF Fees
How much are the Stake Super fees?
Please refer to our Stake Super Fee Schedule
What Government fees does an SMSF have?
All SMSFs must pay an annual supervisory levy of $259 when the SMSF lodges its tax return. The amount of the levy is added to the amount of tax payable.
The first year the SMSF lodges a tax return it must pay two years of the levy - $518 - as the ATO requires the levy to be received in advance.
When an SMSF uses a company trustee there is a $65 annual fee payable to ASIC to keep the company registered.
Who pays the SMSF set up costs and when?
The upfront cost to set up an SMSF is paid by the individuals who will be the members of the SMSF.
These fees can be reimbursed / repaid from the SMSF once it is funded by superannuation rollovers or contributions.
The establishment costs are not tax deductible inside the SMSF, however, members can elect to claim a personal tax deduction for the set up costs they have paid out-of-pocket (ATO s290-170 form is required).
How and when are my SMSF fees paid?
All SMSF related fees must be paid from the SMSF cash account.
The annual ongoing Stake SMSF administration fees are deducted from your SMSF cash account on the anniversary date of your fund.
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