Get started with affordable SMSF setup and fixed-fee administration packages

Many accountants charge a percentage of the SMSF investment portfolio value in lieu of, or in addition to, their hourly rates. But with The SMSF Accountant, you know in advance what each service or procedure will cost. This helps to keep SMSF overheads minimised while maintaining impeccable compliance.

Watch your SMSF grow

Complete SMSF setup package $800+GST

The SMSF Accountant can cost-effectively assist you with the establishment of your Self Managed Superannuation Fund. This includes preparation and provision of the following documents (as required):

The SMSF Accountant can cost-effectively assist you with the establishment of your Self Managed Superannuation Fund. This includes preparation and provision of the following documents (as required):

  • Trust Deed
  • Product Disclosure Statements
  • Consents to Act
  • Minutes to set up the Fund
  • Investment strategy
  • Application for membership
  • Beneficiary and TFN notices
  • Applications for ABN and TFN
  • Registration papers for GST purposes
GET STARTED

SMSF changes from $350+GST

The SMSF Accountant can assist you with any changes you require for your existing Self Managed Superannuation Fund. If your fund has been established for many years, it may be prudent to update your Trust Deed, to ensure it remains current to recent legislative changes. Maybe you’ve recently married and would now like to include your spouse as a member of your fund or perhaps you wish to change from individual trustees to a corporate trustee.

The SMSF Accountant can assist you with any changes you require for your existing Self Managed Superannuation Fund. If your fund has been established for many years, it may be prudent to update your Trust Deed, to ensure it remains current to recent legislative changes. Maybe you’ve recently married and would now like to include your spouse as a member of your fund or perhaps you wish to change from individual trustees to a corporate trustee.

  • Update an existing SMSF Trust Deed $350+GST
  • Change to trustee $500+GST
MAKE CHANGES

SMSF administration services

The SMSF Accountant can take care of all the administrative requirements of your SMSF. We can act as an investment mail-house – managing all your investment mail and paperwork. We can maintain detailed CGT investment registers – providing you with monthly or quarterly investment reports and CGT positions. We can prepare all the necessary paperwork for your members to commence and administer pensions as required by your SMSF – including preparation of any minutes of trustee meetings as required.

The SMSF Accountant can take care of all the administrative requirements of your SMSF. We can act as an investment mail-house – managing all your investment mail and paperwork. We can maintain detailed CGT investment registers – providing you with monthly or quarterly investment reports and CGT positions. We can prepare all the necessary paperwork for your members to commence and administer pensions as required by your SMSF – including preparation of any minutes of trustee meetings as required.

ASK FOR QUOTE

Latest SMSF news

  • Top 5 errors in your SMSF annual returns

Top 5 errors made with SMSF annual returns (SARs)

26/02/2020|

Everyone makes mistakes. When it comes to preparing and lodging your self managed super fund (SMSF) annual return, we know you want to get it right. To help, the ATO has identified the top ...

ALL SMSF NEWS