SMSF Yearly Administration

We are proud of our SMSF compliance package. For an excellent fixed fee you can be assured of high quality compliance by a professional CPA. Additionally, we don't charge for phone calls and general questions. 

Our Annual Fee :  $990 p.a 

[with no limit on investment type or size of fund]

The price includes:

Financial accounts

Tax returns

Member’s statements

Investment strategy review

All minutes and declarations as required

SMSF advice and assistance (phone calls, brief meetings)

The only requirement is that the client needs to sign an authority for us to be able to electronically download bank / registry data through banklink or BGL 360.

Other Fees

Independent audit by SMSF Audits Pty Ltd                      $330

Pension start                                                                    $275

Change of Trustee                                                           $220

Specialist Advice                                                              $150 per hour

(see engagement terms for more information)