Our online administration service is for trustee who wish to have there SMSF administered by us monthly and to be able to review the funds performance and invite there financial advisor to review the fund. The administration service is performed by dedicated SMSF professionals and are available throughout the year for your convenience. We only use superannuation software which reduces the over all cost.

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Online Administration Options

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1. Cash & Term Deposit Only

• Supported Banks
• Trustee & Advisor login access
• Monthly Administration
• Monthly Fee $88.00
• Annual *Audit fee $330.00
• Total Fees $1386.00

*Conditions

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2. Cash & Shares

• Supported Banks
• Supported Brokers
• ASX listed shares only
• Trustee & Advisor login access
• Monthly Administration
• 1 Call per month (5 min max)
• Monthly Fee $99.00
• Annual *Audit fee $385.00
• Total Fees $1573.00

*Conditions

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3. Property, Cash & Term Deposits

• Supported Banks
• 1 Call per month (5 min max)
• Trustee & Advisor login access
• Monthly Administration
• Monthly fee $140.00
• Annual *Audit fee $440
• Total fees $2120.00

*Conditions

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4. Managed Investments, Cash & Term Deposits

• Supported Banks
• Supported Brokers
• Trustee & Advisor login access
• Monthly Administration
• 1 Call per month (5mins max)
• Monthly Fee $190.00
• Annual Audit Fee *$440.00
• Total fees $2720.00

*Conditions

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*Conditions

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1. Cash & Term Deposit Only

• Bank accounts must be with our supported banks
• Term deposit conformations and renews need to be provided in a timely manner

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2. Cash & Shares

• Bank accounts must be with our supported banks
• All shares must be held with our supported brokers

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3. Property, Cash & Term Deposits

• Bank accounts must be with our supported banks
• Rental statements need to be provided in a timely manner
• Limited recourse borrowings included
• Does not include GST registered commercial properties
• For GST registered properties call for a quote

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4. Managed Investments, Cash & Term Deposits

• Bank accounts must be with our supported banks
• BT Wrap (Wrap and Platform Feed Management)
• CommSec Adviser Services Feed
• Macquarie Wrap accounts
• All other managed investment statement to be provided in a timely manner

 

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Annual *Audit fee is a guide only

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SMSF Online Services reserves the right to amend, change any of the above please contact to verify quoted prices. Call for a free no obligation quote for your SMSF.

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