MONEY OPTIONS - EFFECTIVE STRATEGIC FINANCIAL SOLUTIONS - ADELAIDE FINANCIAL PLANNER
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SELF-MANAGED SUPER FUND PACKAGES

Self-Managed Super Fund (SMSF)

Inclusions:
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
SMSF Establishment (for new funds)
  • 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.
Establishment Cost
  • $485 with individual trustees
  • $1,000 with a corporate trustee
Ongoing Cost
  • $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
Investment Advice & Setup
  • Advice on investments and preparation of investment strategy
  • Arrangement of rollovers
  • Setup of broking accounts
  • Setup of fund bank account

We would love to have you visit soon!


Hours

M-T: 9-5pm
F: 9-4pm

Telephone

08 8376 4416
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Level 2, (Suite 1B)
3-9 Gordon St, Glenelg

PO Box 733
Glenelg SA 5045
  • Home
  • About
    • Our Team
    • Services
    • Pricing >
      • financial pricing
  • Financial Planning
  • Home Loans
  • News
    • News
    • Community
  • Contact
  • Privacy