The SMSF Annual Service is for those who want a fixed price annual service. This service is for SMSF trustee that only require annual reporting and compliance obligations. The SMSF plan also has the flexibility of adding more options if you need additional functions, reporting and strategies. We do not out source our administration it is all done in house with Australian qualified accountants.
- SMSF Annual Financial Statements
- SMSF Income Tax Returns
- Members statements
- Investment summary
- Trustee annual minute
- Auditor appointment notice
- SMSF External Audit
- Annual review and strategy meeting to discuss annual results via phone
- All options below include the Audit Fee
Fix Priced Annual Service Packages
1. Investment $990
- Bank Account(s)
- Term Deposits
- Up to 10 ASX listed shares
- No more than 3 buy/sell share parcels
- Independent *Audit
2. Direct Equities $1210
- Bank Account(s)
- Term Deposits
- ASX Listed Shares
- Up to 20 ASX listed shares
- No more than 10 buy/sell share parcels
- Independent *Audit
3. Trader $1650
- Bank Account(s)
- Term Deposits
- ASX Listed Shares
- up to 50 Buy/Sells
- Independent *Audit
4. Property $1550
- Bank Account(s)
- Residential Property
- Limited Recourse Borrowing
- Commercial property (not registered for GST)
- Independent *Audit
If your fund is registered for GST you might like to have a look here
5. Managed Investments $1650
- Bank Account(s)
- Managed Investments
- ASX Listed Shares
- Term Deposits
- Independent *Audit
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* Audit fees is included in the fixed price however for any reason this fee may change or you can engage your own auditor, if so please reduce the above quoted fees by the applicable amount 1. $220.00 – 2. $260.00 – 3. $260.00 – 4. $300.00 – 5. $300.00