OUR Services

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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