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 $900+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

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 $400+GST
  • Change to trustee $350+GST

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.

Latest SMSF news

Why am I paying extra tax on my super contributions?

18/07/2024|

The basic tax rate applied to concessional contributions to superannuation funds is 15%. Concessional contributions include the compulsory superannuation guarantee on an employees wage (11.5% from 1 July 2024), as well as any contributions ...

Explaining the proposed new SMSF tax for FY 2025/2026

11/07/2024|

The government has recently proposed a brand new tax for superannuation funds in Australia with a projected start date for the 2025/2026 financial year. Whilst this may be bad news for some, it is ...

Carry-forward concessional contributions – explained

02/07/2024|

Carry-forward concessional contributions are a great tool to firstly build up your superannuation balance and secondly, to achieve a higher deduction than otherwise normally allowed. This may be beneficial when you have a higher ...

Bring-forward non-concessional contributions – explained

21/06/2024|

"Bring-forward non-concessional contributions" refers to a provision in the Australian superannuation system that allows individuals to make larger non-concessional (after-tax) contributions to their superannuation fund by bringing forward the contributions cap from future years. ...