fEATURING
Self-Managed Super Fund Establishement
Self-Managed Super Fund Annual Compliance
Taxation Advisory Services
Financial Planning Services
Our rates
SMSF Establishment
$750
Trust Deed including new changes in superannuation laws
Resolution to appoint trustees
Election to be regulated with the ATO
Apply ABN and TFN
Supply Investment Strategy
Supply Binding Death Nomination form
Free Transer Your Existing SMSF to us
Best value
Annual Compliance
From $1,800
Includes audit
Statement of Financial Position
Profit and Loss Statement
Member Statements
Income Tax Return
Independent Auditor’s Report
Investment Reports
Review of Investment Strategy
Review of Death Binding Nomination
Advisory
Value added services
Statement of Advice SMSF Establishment $1,100
Statement of Advice SMSF Establishment + SMSF Borrowing $1,600
Financial Planning Service
Personal Consulting Service
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