ELITE SUPER PRICES From 1/7/08The Elite Compliance Package1. Annual Accountancy and audit
These package fees are subject to extras and deductions – see brochure for details. These prices include GST. 2. Compliance Rectification The fee structure for complete compliance rectification of a problem fund is as follows 1. A flat fee of $950 including GST will be imposed for a detailed statement of advice regarding the compliance problems of the fund. This is a written statement addressed to the trustees through your firm 2. An hourly rate will be imposed for regaining compliance after the trustees have accepted the statement of advice as follows –
The Elite Audit Only Package
These package fees are subject to extras and deductions – see brochure for details. If the audit contains a breach that is required by the ATO to be reported to them, an extra $200 incl GST is added for an auditor contravention report and audit qualification depending on the number of breaches and the simplicity of the rectification. (This includes detailed management letter outlining the breach and also advice to the accountants/trustees to rectify the breach). The Elite Technical Advice PackageAn hourly rate will be imposed for written technical advice as follows –
Note that often the query make take a few minutes over the phone / email to sort out, and this advice is free to Elite Super clients. The Elite Establishment Package1. SMSF
2. Pensions Per member $450 incl GST There is a deduction of 10% for the second member on the above package fees. 3. Upgrade of Trust Deeds SMSF trust deed upgrade to current SIS Law $440 incl GST The Elite SMSF Trustee ToolkitFlat fee for minute / template toolkit –
This toolkit is a series of word documents containing all minutes / templates for the establishment of the fund, annual compliance minutes, deeds of trust, 14 different types of investment strategies (depending on the trustees risk profile), minutes to buy/sell investments, and other compliance minutes, templates and letters. The Elite SMSF Pension ToolkitFlat fee for toolkit -
This is a complete toolkit containing word documents for Account Based Pensions; and Transition to Retirement Pensions including Product Disclosure statements, minutes, letters etc.
|
