DIY Cloud SMSF Software self administered with annual service is for SMSF trustees who wish to process there own transaction’s throughout the year and seek minimal assistance and require our services at year end to prepare statements, tax return and arrange for the audit. Our DIY Cloud Software is state of art cloud SMSF administration solution.
DIY Administered Options
1. DIY Basic $55 per month
- DIY Cloud Based Software
- File Setup
- 1 Call per month (5 min max)
- Manual transactions only
- DIY Administered
2. DIY Investment $60 per month
- DIY Cloud Based Software
- File Setup
- Bank Account(s) Data Feed
- 1 Call per month (5 min max)
- Supported Banks
- DIY Administered
3. DIY Broker $66 per month
- DIY Cloud based software
- File Setup
- Bank Account(s) Data Feed
- Broker Data Upload
- 1 Call per month (5 min max)
- Supported Banks
- Supported Brokers
- DIY Administered
Tax Preparation, Compliance Documentation and *Audit start from $550
Total Costs
- Basic – administered $1150
- Investment – administered $1325
- Broker – administered $1550
* Audit fee may vary depending on the type of assets held, any breaches.
Documented Lessons
- Overview of software and documentation
- Fund Setup
- Data Service
- Processing Transactions
- Tax Related Transactions
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.