Ongoing service and fees

Once Off Establishment Fee

All Fees quoted are GST inclusive

▪ NEW FUND: $695

This fee covers the establishment of a new super fund including the trust deed and all statutory applications.

▪ EXISTING FUND TO BE TRANSFERRED TO SUPERGUARDIAN 

Where an existing fund has previous activity that needs to be accounted for, we will undertake the work on a fee for time basis. Please phone us on 1300 787 576 for an indication of what these fees may be.

Ongoing Annual Fees

Your fund will be charged at the lowest fee category for the first financial year in monthly debits, with the balance of the annual figures debited by 30 June.  The full annual fee is payable irrespective of which month you establish your fund.

Existing Funds - The annual fee is calculated based on the number of investments held within a fund at the time it is established with SuperGuardian.

All fees are payable for a full year, whether for a full year or part thereof.

Fee categories are reviewed annually in June.

* Inclusive of GST

The annual fee is reviewed and calculated each year based on the number of assets as at 30 June.  It is not based on the number of transactions, we simply review the number of assets held at the commencement of each financial year to determine the fee category.

The above quoted fee categories may vary from time to time where extraordinary circumstances exist. SuperGuardian reserves the right to charge a fee for service outside of the above-mentioned fee categories if deemed appropriate.

Please refer to the terms and conditions of our Client Information Pack.

Calculating Your Fee

For the purpose of calculating the fee category, we classify investments as follows:

* Refers to accounting and reporting on a consolidated wrap

Additional Fees and Charges