Self Managed Superannuation Funds (SMSF's) are the most highly regulated entity in Australia. The requirements on the members are onerous and if you choose to ignore them, penalties are substantial.

We maintain and process your SMSF on a regular basis, which allows us to provide you with timely advice, keep on top of your compliance needs, and help keep you informed on the progress of your retirement savings.

By leveraging technology, bank transactions, share transactions, and managed investment transactions can all be automatically sent to our software - minimising the time you need to spend collating documents and chasing missing items. By having this information available to us in real time, we can help avoid problems before they occur.

All of this is done for a monthly fixed fee so you know what your commitment is in advance, avoiding "bill shock" at the end of the year.

For more information about our SMSF packages, simply contact us.

 

  

 
Quarterly Reporting
Annual Accounts
Tax Return
Annual Audit
ESA
Documentation / Minutes
# Bank Accounts Processed
# Term Deposits Processed
# AU Listed Shares, Wrap Accounts, MCA Processed Entities
# Properties, Collectables, Foreign Investments, Instalment Warrants, Other Assets
Pensions
Reserve Accounts
Contravention Report
Deed Alterations

Minimal

$160

Monthly


Quarterly Reporting

Annual Accounts

Tax Return

Annual Audit

ESA

Documentation / Minutes
# Bank Accounts Processed
: 2
# Term Deposits Processed
: 3
# AU Listed Shares, Wrap Accounts, MCA Processed Entities
: Combined 5

# Properties, Collectables, Foreign Investments, Instalment Warrants, Other Assets
Pensions
: +$50pm
Reserve Accounts
: +$20pm
Contravention Report
: +$330 as required
Deed Alterations: +$385 as required

Basic

$205

Monthly


Quarterly Reporting

Annual Accounts

Tax Return

Annual Audit

ESA

Documentation / Minutes

# Bank Accounts Processed

# Term Deposits Processed
# AU Listed Shares, Wrap Accounts, MCA Processed Entities
: Combined 10
# Properties, Collectables, Foreign Investments, Instalment Warrants, Other Assets
: Combined 2 (extras +$30pm each)
Pensions
: +$50pm
Reserve Accounts
: +$20pm
Contravention Report
: +$330 as required
Deed Alterations: +$385 as required

Standard

$250

Monthly


Quarterly Reporting

Annual Accounts

Tax Return

Annual Audit

ESA

Documentation / Minutes

# Bank Accounts Processed

# Term Deposits Processed
# AU Listed Shares, Wrap Accounts, MCA Processed Entities
: Combined 25
# Properties, Collectables, Foreign Investments, Instalment Warrants, Other Assets
: Combined 5 (extras +$25pm each)
Pensions
: +$50pm

Reserve Accounts
Contravention Report
: +$220 as required
Deed Alterations: +$330 as required

Premium

$340

Monthly


Quarterly Reporting

Annual Accounts

Tax Return

Annual Audit

ESA

Documentation / Minutes

# Bank Accounts Processed

# Term Deposits Processed
# AU Listed Shares, Wrap Accounts, MCA Processed Entities
: Combined 50
# Properties, Collectables, Foreign Investments, Instalment Warrants, Other Assets
: Combined 10 (extras +$25pm each)
Pensions
: +$50pm

Reserve Accounts

Contravention Report
Deed Alterations: +$330 as required

*All prices quoted include GST

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