Our DIY 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 desktop software is state of art for SMSF administration solution.
SMSF DIY Desktop *Software
1. DIY SMSF Trustee Package 1 $770.00
- DIY Desktop Software
- File Setup
- Upload your CSV file
- 3 Free Phone Calls
2. DIY SMSF Trustee Package 2 $825.00
- DIY Desktop Software
- File Setup
- Bank Data Feed
- 3 Free Phone Calls
3. DIY SMSF Trustee Package 3 $990.00
- DIY Desktop Software
- File Setup
- Bank Data Feed
- ASX Annual Feed only
- 3 Free Phone Calls
3.1 With Quarterly Feed $1023.00
3.2 With Monthly Feed $1089.00
4. DIY SMSF Trustee Package 4 $1023.00
- DIY Desktop Software
- File Setup
- Bank Data Feed
- ASX & UUT Annual Feed only
- 3 Free Phone Calls
4.1 With Quarterly Feed $1056.00
4.2 With Monthly Feed $1122.00
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Add-ons
- Bank Data Service
- ASX & Managed Fund Data
- Contract Note Service
*This software is dedicated superannuation software and no data conversion is required.
Renewal fee $550.00
Tax Preparation, Compliance Documentation and *Audit start from $550
Total Costs
1. Basic – DIY administered $1320
2. Investment – DIY administered $1325
3.Broker – DIY administered $1540
3.1.$1573
3.2.$1639
4.Funds – DIY administered $1573
4.1. $1606
4.2. $1672
* Audit fee may vary depending on the type of assets held, and/or if any breaches are discovered.
*Tax Return, Compliance Documentation is the preparation of said documents only, if for any reason that some of the entries need to be corrected we will advise what needs to be done so you can make the necessary correct/s.