“You guys have proven yourself in this time to be a reliable service. Helpful and quick with responding to requests, particularly those of urgency. Their concern for their clients best interests is becoming evident.”
– Jane Maree
Please click here for a free quote
or contact us on (02) 8004 2569
SMSF

What we do

We are SMSF Specialty Advisors and CPA accountants with the expertise and experience to help you with your Self-Managed Superannuation Fund. We make things easy by looking after everything for you from initial set up, ongoing accounting and compliance, to general advice and audit. We do all this based on fixed fees so you know exactly what you will be charged before we start the work.

 

Our services:


Establishment of the fund:

  • FREE Initial advise
  • Set up of the fund
  • Trust deed updates
  • Rollover of existing benefits
  • Regular admin and compliance
  • Pension advice and set up

 

Ongoing compliance:

  • Annual Compliance with the ATO
  • Tax Returns
  • Auditing
  • Preparation of relevant documentation
  • Provision of investment reports
  • General advisory services

 

SMSF Fees - Our fees include preparation of financials & lodgement of SMSF tax returns on your behalf.

Prices are capped meaning you will NOT pay more than the capped price.

Ongoing Compliance - $85 plus GST per month for SMSF of ANY size.

Backlog - $990 plus GST.


Audit fees of $330 will be payable each year (not included in above fees)


To give you a fixed price quote or to organize an obligation free meeting enquire today. We will be more than happy to come and see you to discuss your requirements.

 

*All prices exclude GST