OUR Services | Superfund Works

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

PURCHASE

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

Free Monthly Newsletter

PURCHASE

Dsiclaimer

No Advice Express or Implied: The contents of this website are of a general nature only and have not been prepared to take into account any particular investor’s objectives, financial situation or particular needs. SUPERFUND WORKS does not provide financial product advice or recommend any financial products either expressly or implied. We also recommend that you should seek our professional advice before making any investment.
While the sources for the material are considered reliable, responsibility is not accepted for any inaccuracies, errors or omissions. We recommend that you seek appropriate professional advice in view of your personal circumstances in relation to your taxation matters and finance situations. A licensed financial adviser and registered accountant will consider your personal situation and make a recommendation suitable to your financial and taxation needs. All information detailed in the message is purely factual and is general in nature. Accordingly, you should not rely on it. It should always be remembered that Trustees are legally responsible for all the decisions made even if you obtain advice from a Financial Planner and Chartered Accountant.
Fees: Fees relating to operating your SMSF with Superfund Works are detailed on our fee page. When setting up a SMSF it is important to understand that additional fees may apply that must be carefully considered prior to making a decision to setup a SMSF including an ATO Supervisory Levy, Company Trustee Setup Fee (where applicable), and Investment Fees.