Pension Fee Shedule

Pension Services

We will establish a new pension or rectify the documentation for a pension which has already commenced including

all minutes and supporting documentation
ETP and rollover documentation (including lodgement if the fund is administered by us)
actuarial certificates if required

Account Based Pension set up (including non commutable) ..............................................................................$650

Pension Rollover and Restart (If existing pension established by Tranzact Super).........................................$350

Ongoing maintenance of the pension

No charge for a fund administered by Tranzact Super

Actuarial Certification Pricing (outsourced)

Tax Exemption Certificate

Tax exemption Certificate (Sect 295-390 - required where an accumulation account is held in a fund that also has a pension

account and unsegregated assets)...............................................................$370

Solvency Certificate

Single Existing Defined Benefit Pension.........................................................$665

Existing Defined Benefit Pension with 1 or more

non-defined benefit pensions......................................................................$830

As above for each extra defined benefit pensioner.........................................$210

Please note that prices are subject to change without notice