SMSF - SELF MANAGED SUPER FUND SERVICES

Take Control Of Your Super
  • SMSF Establishment
  • Bare Trust Establishment
  • Independent Annual SMSF Audit
  • Company Compliance
  • Investment Plan Update*
  • Deprecation Schedule(s)**
  • Related Party Loan
  • Initial loan deed
  • Statement template
  • Loan Payment schedule

$2,000 + GST

SMSF Establishment

$2,000 + GST

Bare Trust & Trustee Company Establishment

$4,000 + GST

SMSF & Bare Trust Establishment

$3,000 + GST

Related Party Loan Agreement & Bare Trust

$5000 + GST

Independent Audit

$1,500 + GST

Related Party Loan Agreement

  • Initial loan deed
  • Statement template
  • Loan payment schedule

SMSF COMPLIANCE & ACCOUNTING

From $200 + GST p/m

* Provided by Trustees or Financial Planner
** Quantity Surveyors Report Provided at Cost (Usually $300 + GST)
#’Liability limited by a scheme approved under Professional Standard Legislation