At iCare Super, we believe in straightforward and affordable pricing for our Self-Managed Superannuation Fund (SMSF) services. We aim to provide you with complete transparency and value for your SMSF needs.
All Fees Are Fixed
All fees associated with our SMSF services are charged on a fixed basis. We want you to have a clear understanding of your expenses, and we do not charge based on the amount of time spent on your SMSF. For a detailed schedule of all fixed fees, please refer to this link: Fee Schedule
Upfront Communication
If any additional work beyond our standard SMSF annual compliance or audit is required, such as setting up a bare trust for SMSF borrowing purposes, we will always inform you of the costs before commencing any extra work for your SMSF. No surprises – just open and honest communication.
Our SMSF Fee Policy
- Fixed Price for SMSF Annual Compliance or SMSF Audit Only: We offer a fixed price for these essential SMSF services.
- Transparent Fees: We are committed to keeping our fees 100% transparent, ensuring you have a clear picture of your expenses.
- Non-refundable: We provide ongoing support to your SMSF, including daily software subscriptions and handling ATO correspondence, among other services.
- Affordability: We work hard to keep our fees as low as possible, so you can make the most of your SMSF without breaking the bank.
- No Time-Based Charges: Rest assured that we do not charge you based on the time it takes to complete your SMSF requirements.
- No Surprises: Our commitment to transparent pricing means you’ll never encounter unexpected charges.
- Unlimited Support: Enjoy unlimited access and no additional charges for phone calls or email support.
- No Exit or Penalty Fees: We do not impose exit or penalty fees, giving you the flexibility to manage your SMSF as you see fit.
- Annual Fee Increases: Our average annual fee increase is much lower than the Consumer Price Index (CPI). From 2012 to 2024, we have only increased by $168.
- Monthly Fees: Please note that our monthly fees cover all tax returns, reports, and audit services. You do not need to pay additional costs.
Why Are Our Fees So Low?
- Advanced Administration System: We leverage an advanced administration system to streamline processes and reduce costs.
- Streamlined Procedures: Our efficient processing procedures help keep our fees competitive.
- Specialized Team: We have a dedicated and hardworking team of SMSF specialists who ensure that your needs are met with precision and expertise.
Benefits of Low-Cost SMSF Services
- Cost Savings: By choosing our low-cost SMSF services, you can reduce expenses and grow your SMSF faster.
- Budgeting Clarity: With our transparent pricing, you’ll know exactly what your running costs are, allowing you to budget your SMSF spending in advance.
- Value: In today’s market, affordable SMSF services can offer excellent value, especially when provided by a specialized SMSF administrator like us.
Trust iCare Super to provide you with reliable and cost-effective SMSF solutions. We’re here to help you make the most of your Self-Managed Superannuation Fund. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
If you have any fee disputes with us, please feel free to contact us at 03 9557 4079 or via email at info@icaresuper.com.au.