- Small fund (< 60 transactions) $1,500 + GST
- Medium fund (60 – 100 transactions) $2,500 + GST
- Large fund (100 – 200 transactions) $3,500 + GST
- Funds in excess of 200 transactions – separate quote required
• SMSF (with Individual Trustees or Existing Corporate Trustee) $699 incl. GST
• SMSF (with Corporate Trustee) $1,634 incl. GST
Preparation of Financial Statements for the Superannuation Fund for the financial year in accordance with Accounting Standard AAS25.
Attending to preparation and lodgement of the Income Tax Return for the Fund.
Audit of the Superannuation Fund in compliance with Australian Auditing Standards and the Superannuation Industry Standards Act.
Attending to documentation to enable the fund to remain compliant, including s82AAT and member notices where required.
At the request of your Financial Planner, or our preferred Financial Planner, Elston, we can provide the required documentation for the following to meet your compliance requirements:
- Commencement of a Transition to Retirement Income Stream (TRIS) on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances)
- Commencement of an Account Based Pension on behalf of the super fund, including preparation of all documents and minutes – starting from $450 + GST (quote required per individual circumstances).
- Attending to the preparation of an Investment Strategy for the Fund $250 + GST. This fee is charged by our preferred Financial Planner, Elston to perform this service.
- Trustee Resolution regarding the pension entitlement
- Pension request letter
- Product Disclosure Statement
- Retirement Statutory Declaration
In relation to the preparation of your personal Income Tax Returns, we advise that as SMSF Assure is an on-line DIY Self Managed Superannuation Fund service we would not attend to the preparation and lodgement of these returns. Our parent accounting practice Charter Partners would attend to this service. A quote from Charter Partners for the preparation and lodgement of your Income Tax Returns can also be provided upon request.
Our parent accounting practice, Charter Partners, can offer their services as Registered Office for corporate trustees of SMSF Assure Superannuation Funds for the annual fee of $165 (incl. GST). Our company secretarial package encompasses a range of compliance and administrative matters to ensure your corporate trustee is and remains compliant with the corporations Act 2001. To read more about what is included in this package please click here.
TERMS & CONDITIONS
SMSF Assure is not licensed to provide financial product advice. A Self Managed Superannuation Fund is a financial planner product. We strongly recommend you consider obtaining personal advice from a licensed person before making a decision on Self Managed Superannuation or any financial product. SMSF Assure can arrange competitive fee for service limited advice on Self Managed Superannuation and other financial products. Please contact us for more details.
ABN: 18 228 359 410
Brisbane Office: Suite 5.03, 303 Coronation Drive, MILTON, QLD, 4064
Postal: PO Box 1537
MILTON, QLD 4064
GYMPIE & BUNDABERG OFFICE
Gympie Office: 28 Excelsior Road
GYMPIE QLD 4570
Postal: PO Box 324
GYMPIE QLD 4570
Bundaberg Office: 68 Barolin St
BUNDABERG QLD 4670
Postal: PO Box 1680
BUNDABERG QLD 4670