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