Our SMSF Packages
This service is designed for SMSF trustees who want confidence that their fund is compliant, up to date, and handled properly each year;
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Our SMSF Packages
SMSF Core
Price - $2,200 per year
Best suited for SMSFs with straightforward investments
Who This is For:
- Have a relatively simple SMSF setup
- Hold asset such as Cash, Term Deposits, Australian Shares, 1 x Rental Property
- Have up to two pensions in place
What's Included:
- Preparation of annual SMSF financial statements
- Preparation and lodgement of the SMSF annual tax return
- ASIC Compliance (where applicable)
- Coordination of the independent SMSF audit (charged seperately at cost)
SMSF Plus
Price - $2,750 per year
Designed for more complex SMSF's with more complex investments.
Who This is For:
- Have a more complex SMSF setup
- Hold asset such as Crypto, Unit Trusts, Multiple Investmenet Properties
- Pensions Commencmeents or more complex pension arrangements
- A higher level of compliance related queries
What's Included:
- Preparation of annual SMSF financial statements
- Preparation and lodgement of the SMSF annual tax return
- ASIC Compliance (where applicable)
- Coordination of the independent SMSF audit (charged seperately at cost)
Please note we do not provide financial advice. We simply provide accounting and taxation services for SMSFs.
Have You Ever Thought This
We ensure your SMSF annual financial statements and tax return are prepared in line with current superannuation and tax requirements, so nothing is missed.
We walk you through the annual results in plain English, explaining what’s been reported and what it means (avoiding unnecessary jargon).
We coordinate the independent SMSF audit and handle auditor queries as part of our service, keeping the process straightforward and organise
Fixed annual fees, a clear process, and a dedicated point of contact mean you know exactly what to expect, with no surprises.
Thinking About Setting Up an SMSF
If you’re considering setting up a Self-Managed Superannuation Fund, it’s important to first make sure an SMSF is the right structure for your circumstances.
The decision to establish a SMSF involves financial and investment considerations, and we strongly recommend that you seek advice from a suitably licensed financial adviser before proceeding.
Once you’ve received advice and decided that an SMSF is appropriate for you, we can assist with the accounting, tax and compliance aspects of the setup, including:
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Establishing the SMSF structure
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Registering the fund with the ATO
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Setting up the fund for ongoing compliance and reporting
If you don’t currently have a financial adviser, we’re happy to introduce you to a trusted adviser who can help you assess whether a SMSF is the right option for you.
Our Guarantee
Selecting an accountant is a big decision, and it is impossible to know whether you have made the right decision until you have started to see the quality of service. You can't fully assess the fit from the outside; it requires an inside look. Once you start working with us, you can then make an informed decision on whether we are providing the value we have promised. We don’t want to keep your money if you aren’t happy, and that is why we offer the following guarantees;
Up Front 30 Day Money Back Guarantee
- If you aren’t happy with our services in the first 30 days, you will get all the money you’ve paid us back. Whether this is 29 minutes into working together, or 29 days, if you aren’t happy, we aren’t happy. Simply send us an email letting us know and we will get your refund processed to you within 24 hours.
Ongoing Lodgment Guarantee
- The ATO are back issuing fines and interest for overdue lodgments and this is simply money down the drain for no reason. We pride ourselves on ensuring all lodgments are completed on time and therefore we will offer that if we don’t lodge one of your tax obligations on time, you will get your money back for that service. This is with the disclaimer that you must provide us with your information by the requested deadline for that service.