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Preferred pricing on the establishment and administration of DIY super funds.
Multiport is a specialist DIY superannuation services provider, and is committed to providing the highest level of portfolio administration, reporting and compliance services by combining a wealth of experience with technology and a dedication to client service. Their services include self managed super fund establishment and ongoing administration services:
- Fund establishment (including deed and settlement of all related regulatory issues for SMSF's)
- Daily portfolio administration and updating
- Online access to up to date portfolio investment data
- Detailed quarterly reporting
- Management and recording of contribution and preservation records
- Compliance reporting, tax lodgements and audit
- Maintenance of capital gains tax records
2020 DIRECTINVEST members are also able to access preferred pricing on the administration of DIY super funds through Multiport.
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Multiport
Standard Fees |
2020 DIRECTINVEST
Discounted Fees |
| Fund Value Range |
Fee per month |
Fee per annum |
Fee per month |
Fee per annum |
| Under $250,000 |
$230 |
$2,760 |
$190 |
$2,280 |
| $250,001 - $500,000 |
$270 |
$3,240 |
$210 |
$2,520 |
| $500,001 - $750,000 |
$350 |
$4,200 |
$230 |
$2,760 |
| $750,001 - $1,000,000 |
$350 |
$4,200 |
$270 |
$3,240 |
| $1,000,001 - $2,000,000 |
$390 |
$4,680 |
$300 |
$3,600 |
| Over $2,000,000 |
Negotiable |
Negotiable |
Negotiable |
Negotiable |
All fees are inclusive of GST and are charged monthly in arrears based on the gross DIY super fund value at month end. The minimum administration fee applicable for a SMSF for a financial year (or part thereof) is $1,600 including GST. Where a gross fund value, as measured at the end of the each month, moves from one fund range to another, the monthly fee will be altered from the next month.
To receive a free quote from a Multiport representative on establishing your self-managed super fund, please complete our Multiport Enquiry Form.
| Fee Disclosure |
| 2020 DIRECTINVEST may receive upfront and ongoing referral fees from Multiport. |
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