Leading Member/SMSF Special Purpose Corporate Trustee - Why SPE Share Class is Mandatory

The Corporations Regulations provide an annual $56 special fee for specialist LM/SMSF trustee companies.  The SPE shares is a non-dividend paying share which is one of the requirements to get the lower fee.  And don't discount paying ten years up-front as that will stop so many future late fees!

ASIC Payment Options of Annual Review Fees

Upfront Annual Review Fees

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024