SELF-MANAGED SUPER FUND PACKAGES
Self-Managed Super Fund (SMSF)
Inclusions:
Annual Lodgement Obligations
Annual Lodgement Obligations
- Preparation of annual financial statements and member statements
- Preparation of necessary minutes and declarations required for your SMSF for the year
- Liaison and provision of all necessary records and documentation to the selected independent auditor of the fund
- Advise you of the annual taxation liability payment required for your SMSF
- Annual audit
- Provision of high quality, strategically written trust deed
- Provision of all documentation for establishment of the fund
- Lodgment of the ABN & TFN application including an election for the SMSF to be a regulated fund.
- $485 with individual trustees
- $1,000 with a corporate trustee
- $250 per month for direct shares and managed funds
- $300 per month for commercial and residential property investments
- Any adhoc fees will be discussed if and when required
- Advice on investments and preparation of investment strategy
- Arrangement of rollovers
- Setup of broking accounts
- Setup of fund bank account