Tranzact Super Administration Fee Calculator
NB: Please use the TAB Key to change fields
Average Number of Investments (including bank accounts) in the Fund per annum?
NB: Each consolidated reporting entity (a Wrap Account) is treated as 2 investments irrespective of the number
of investments it holds.
The use of the Macquarie Cash Management Trust or CMA as the fund's primary bank account adds
significant efficiencies to the administration process. In recognition of this we regard the use of any other bank
account as equivalent to adding an additional investment to the Fund and charge accordingly. Please note
that we do not receive any fee from Macquarie Bank.
Yes
No
Is a Macquarie Cash Management Trust or CMA to be the primary Fund cash account?
Unlike practically every other administrator Tranzact Super registers each fund for GST and processes BAS at
no extra cost. This gives the fund a 75% refund of GST credits. To estimate the value to your fund of this
feature of our service please enter the level of ongoing annual fees from other sources such as adviser fees, portfolio
administration fees, etc (below) which have a full GST Credit.
Level of Ongoing Fees additional to Tranzact Super's
Tranzact Super recognises the assistance we are given by advisers who act as intermediaries between Tranzact
Super and the Trustees of the super funds we administer. If a professional adviser is not involved with the
trustees so that the trustees are dealing with Tranzact Super direct then an additional charge is levied of around 10%.
Yes
No
Is a professional adviser acting as the intermediary between the Trustees and Tranzact Super?
Tranzact Super Ongoing Administration & Compliance Fee
BAS Refund
Net Tranzact Super Ongoing Administration & Compliance Fee
Ongoing Fees
Audit
550
No GST Credit
Adviser Fees
Variable
Full GST Credit
ATO Levy
150
No GST Credit
Corporate Trustee Maintenance
$315 If Applicable
Full GST Credit