Fees and Charges
associated with your SMSF. We believe in providing you with the information you need to make informed decisions about your financial future.
Please review the following fees and charges applicable to your SMSF:
| Service | Price |
| SMSF Set Up with Corporate Trustee | $1,700.00 |
| SMSF Set Up with Individual Trustees | $1,500.00 |
| Annual SMSF Tax Return, Audit, Financial Statements & Administration Service | Starting at $150.00 p/m or $1,800.00 p/a (Direct Debit) |
| Bare Trust Set Up (Property Purchase) | $2,200.00 |
| Transfer of SMSF to us | Free |
| Assistance in rollover from industry/retail fund to SMSF | Free |
| Phone calls/emails | Free |
| Electronic Service Address | Free |
| All other services | Free unless specified otherwise and you will be provided with a quote |
 | Our ApproachOur practice is much more hands on in respect to other accounting practices, we will guide you in each step of the way when handling your SMSF. Our dedicated team will regularly check in with you throughout the year, we do not just set up your SMSF and only contact you at tax time. We understand that handling an SMSF can be difficult especially when inexperienced, therefore we are always to here to answer any questions regarding your SMSF at no additional cost. Our advanced administration and accounting systems along with our experienced and dedicated team allow us to streamline our practices so, you can rest easy knowing your SMSF is in safe hands. |