We offer SMSF administration for a fixed fee $2,680.00 p.a.

What’s included?

  • Monthly, quarterly or annual accounts
  • Business Activity Statement (BAS) Preparation
  • Instalment Activity Statement (IAS) Preparation
  • PAYG Payment Summary Preparation
  • Annual SMSF Return Preparation
  • Special Purpose Financial Statement Preparation
  • Member Statement Preparation
  • Preparation of Minutes
  • Audit (outsourced to independent auditor)
  • General technical advice during engagement

What’s not included?

  • SMSF Deed and/or variations (quote available)
  • Actuarial certificate (quote available)
  • Pension setup (quote available)
  • Property title and ASIC searches (quote available)
  • Property valuations (quote available)
  • ATO supervisory levy
  • ATO penalties

Tax and accounting consultation

Call us on 0435 382 571 to arrange your initial consultation where we can determine your tax and accounting needs. Or fill out the contact form below to receive a call back. 

Request a call back

CPA Australia and Chartered Accountants Australia and New Zealand created a free online trustee education tool for SMSF trustees and members. The education explains the:

  • Trustee’s role and responsibilities
  • Investment restrictions
  • Contribution limits
  • Benefit payment rules
  • SMSF administration requirements

The following link will take you to the SMSF trustee education program: