SMSF ADMINISTRATION, Compliance, AUDIT,Reporting & TAX
Your Super Admin SMSF Package $1705pa* Download Application Form
Annual SMSF Compliance,Audit, SMSF Reporting& Regulatory Tax Return
We provide an annual SMSF Compliance service that is required to be completed each year for all SMSFs. The completed package includes:- Financial & Transaction statements
- Regulatory tax return & Audit
- Members' statements & MCS lodgment
- Investment Strategy documentation and minutes
- Binding nominations
- Other relevant minutes and forms (particularly those relevant for the completion of the audit)
- Full fund accounting and auditing working papers
In addition to this we will also conduct an initial fund "Health Check" that is aimed at identifying key issues that need to be addressed. We will develop a plan of action to correcting these so a high level of assurance can be gained that you will pass an ATO audit. Additional service fees may be charged for this corrective action if you wish to undertake it.
This health check reviews for example your trust deed, historical accounts construction, assets, valuations and documentation. This health check can be conducted prior to engaging Your Super Admin. A comprehensive list is available upon request.
The fee package also includes the annual SMSF Audit and annual administration described below.
SMSF Audit Only
Once we have completed the annual SMSF compliance work, we will engage a registered auditor to complete the necessary SMSF audit. This is inclusive in our packaged fee*.We can also provide an SMSF Audit Only service upon request, contact us to discuss your requirements.
Your Portfolio Online
Access to one of Australia 's leading online investment administration platforms. This is inclusive in our packaged fee. DESKTOP ACCESS & LIVE PRICING IS HERE!Fees
The annual fee for SMSF's is $1705pa* which incorporates access to "Your Portfolio Online", Annual SMSF Compliance, SMSF Reporting, Annual SMSF Audit and Regulatory Tax Return, for Accumulation Funds, Combination Funds (Both Segregated and Unsegregated funds) and all types of Pension Accounts.We do not believe charging a fee based on FUM or the number of investments you have, serves our clients best interests. It does not matter whether your Fund is large or small our process enables us to provide a high quality of service at a low price through the use of the portfolio management system. See Terms & Conditions for a full Fee explanation.