$550 (incl. GST) for 1 person
$990 (incl. GST) for 2 people establishing simultaneously
When you begin to draw an income stream part way through a year from your superannuation savings, there is some additional work to do. Trustees have the option of having the assets of the fund segregated between members or investing through the fund as a whole.
This service includes:
Accounts prepared to pension commencement date
Asset Revaluations
Pension Purchase Price calculation
Undeducted Purchase Price calculation
Calculation of minimum and maximum pensions
Minutes and letters
New investment strategy
Preparation of Actuarial certificates if required
If the conversion is at the beginning of the financial year (1-July) there is less work required so the fee is reduced to $297 (inc. GST) for one person or $495 (inc.GST) for two people converting simultaneously.
