Keep your SMSF administration organised with a dedicated point of contact for your fund's ongoing administration, annual accounts, tax return and audit.
Maintaining your fund's accounting records and processing transactions using the information and documents provided.
Preparation of your SMSF's annual financial statements and member balances.
Preparation and lodgement through an independent registered tax agent.
Arranging your fund's annual audit with an independent SMSF auditor and coordinating routine audit queries.
Recording member contributions and pension payments as part of your fund's annual accounts.
Helping you identify and provide the records needed to complete your fund's accounts, tax return and audit.
Assistance with routine correspondence relating to your fund and its corporate trustee.
A dedicated contact for questions about your SMSF's records, documents and administration.
$199 per month, with a minimum annual administration fee of $2,388 per financial year.
The monthly fee excludes fund establishment, trust deed updates, pension establishment or restructuring, fund wind-ups, insurance claim and benefit-payment work—including TPD payout calculations—and rectification of historical or compliance issues. Additional work is quoted separately before proceeding.
Government charges, including the ATO supervisory levy and ASIC fees, and other third-party costs outside the included annual accounting, tax and audit services are payable separately.
We provide SMSF administration services and factual information. We do not provide personal financial advice. Tax services are provided by an independent registered tax agent, and audits are performed by an independent SMSF auditor.