As SMSF specialist advisors we are well placed to give you the specialist advice required for you to be able to take advantage of all the potential possibilities that a SMSF offers you.
The Cost to establish your SMSF can range between $575 and $1,395 as a one off fee.
You are charged a fixed fee of $2,200 per annum for the ongoing management of your SMSF. For this you receive the following services:
Because the administration and reconciliation of your SMSF’s transaction data is completed daily, you can have at your fingertips your SMSF’s up-to-date accounts.
This enables us to provide you with relevant information, provided to you via a secure online access.
To get the data into the system quickly and efficiently, data is provided by the bank or share broker by authority that feeds directly into the system. The data is generally provided overnight and reconciled the next working day.
You continue to receive all your bank statements, trade confirmations and other fund related documents directly from the bank or broker (if you want it, otherwise we can keep the records)
Annually, the financial year-end accounts, audit and taxation return are prepared.