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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.
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Establishment of the fund:
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FREE Initial advise
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Set up of the fund
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Trust deed updates
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Rollover of existing benefits
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Regular admin and compliance
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Pension advice and set up
Ongoing compliance:
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Annual Compliance with the ATO
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Tax Returns
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Auditing
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Preparation of relevant documentation
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Provision of investment reports
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General advisory services
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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 - $100 plus GST per month for SMSF of ANY size
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 |
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