Our Special Offer comprising a FREE SMSF Setup in conjunction with the FREE First Year Just Superfund Annual Fee (2024 Financial Year), results in a total saving of $1199. More can be found below:
FREE SMSF SETUP
If you apply to establish a New SMSF on or before 29 February 2024, it is FREE to set up your own SMSF with Just Superfund under our current Special Offer. Our Free New SMSF Setup Offer includes attending to the following requirements to establish your SMSF:
- The SMSF Trust Deed
- Documentation to appoint Trustees
- Trustee Declarations
- Lodgement of an Election for your SMSF to become a Regulated SMSF
- ATO Application to obtain a Tax File Number for your SMSF
- ATO Application to obtain an Australian Business Number for your SMSF
- Sample Investment Strategy that you can adopt for your SMSF or modify if required
- Resolutions and minutes to acknowledge the establishment of your SMSF
FREE FIRST YEAR JUST SUPERFUND FEE (2024 FINANCIAL YEAR)
If you apply to establish a New SMSF on or before 29 February 2024, the 2024 Annual Just Superfund Fee is FREE under our current Special Offer. Our FREE Just Superfund Fee Offer includes attending to the following annual compliance obligations for your SMSF for the 2024 Financial Year:
- Preparation of an annual Balance Sheet
- Preparation of an annual Profit & Loss Statement
- Preparation of annual Member Statements
- Preparation of annual Trustee Resolutions & Minutes
- Preparation and Lodgement of an annual Income Tax Return
- Preparation of an annual Audit
This is a saving of $1199
SPECIAL OFFER - LIMITED TIME ONLY
Our Special Offer applies only to New SMSF applications submitted on or before 29 February 2024. For example if you apply online on or before 29 February 2024, however your SMSF is established after that date you will still qualify for our Special Offer. You should obtain your own independent financial and taxation advice about whether establishing an SMSF is appropriate to your circumstances.
When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including:
ATO Supervisory Levy – the ATO charges an annual levy of $259 for each SMSF. This annual ATO levy applies to all SMSF’s and not just SMSF’s administered by Just Superfund.
Company Trustee Setup Fee (where applicable) - Setup fee is $0 if you choose Individual Trustees. If you require us to setup a Company to be trustee of the SMSF then a setup fee of $600 applies. In addition, there is an additional annual ASIC Fee of approximately $63 payable directly to ASIC. These fees can be avoided by using Individual Trustees for your SMSF.
Electronic Service Address – also known as an ESA. You need to give an ESA to your employer before they can transfer the employer contributions to your SMSF. The ESA is also required for rollovers between super funds. We charge an annual fee of $49 to provide the ESA to your SMSF. An SMSF only needs one ESA, regardless of the number of members within the SMSF.
Find out more about the SMSF Setup Process
SET UP YOUR SMSF WITH JUST SUPERFUND TODAY!