SMSF Pricing
Simple, Transparent, and Competitive SMSF Pricing to Support Your Financial Goals Every Step of the Way
SMSF Setup, Support & Compliance
We have the proven experience to help you keep on top of compliance work, stay ahead of legislative changes and keep you updated with new strategies to help you achieve your retirement goals.
$295/month + GST
Inclusions:
- Financial Statements
- Income Tax Returns
- Annual Minutes
- Annual Audit
- Members Statements
- Actuarial Certificate
- Pension Minutes and Documentation
- SMSF Portal login to view your investment, contributions, and pension information
- Expert Technical Support from our Experienced SMSF Accountants
Complete SMSF Solutions
Under One Roof
SMSF Setup
Unlike other providers, our Western Sydney specialists work as a coordinated team. You get expertise in every aspect of your SMSF journey; from accounting to estate planning, all under one roof.
Start with the right structure
Ensure your trust deed, ATO registration, and asset transfers are completed accurately to avoid future compliance issues.
Seamless end-to-end process
Our team coordinates every stage so you can make informed decisions without handling complex paperwork.
SMSF Property Investment
Investing in super property isn't just buying a house. Our specialists guide you through SMSF rules, limited recourse borrowing, and the 'sole purpose test'. Whether residential or commercial, we clarify what's possible.
Confident, compliant property strategies
Work with experts who specialise in SMSF residential and commercial property investment to meet all regulatory requirements.
Access SMSF-specific lending options
Secure finance through lenders who understand the unique rules of limited recourse borrowing arrangements.
SMSF Costs & Fees
The super industry claims SMSFs are costly. However, they can be more affordable than traditional funds. We ensure transparency on all costs from setup to administration without hidden fees.
Understand all costs upfront
Receive transparent pricing before you commit, with no hidden extras or unexpected charges later.
Benefit from long-term cost efficiency
Fixed fees can become increasingly competitive as your super balance grows over time.
SMSF Benefits
SMSFs provide unique investment and tax benefits that traditional funds can't match. However, they may not suit everyone. Our specialists will help you understand the pros and cons based on your situation.
Take full control of investments
Select and manage assets that match your personal goals rather than being locked into a preset fund portfolio.
Leverage SMSF tax advantages
Optimise your retirement savings by using super-specific tax benefits and strategic planning.
SMSF Administration
Taking control shouldn't mean stress. Our team manages all compliance including reporting, auditing, and management while keeping you informed. We ensure compliance so you can focus on strategic decisions.
Simplify your compliance obligations
We handle all reporting, audits, and ATO requirements so your fund stays in good standing.
Keep strategies aligned with goals
Regular reviews ensure your SMSF remains compliant and optimised as your needs change.
Experience the
Specialist Advantage
Ready to experience what truly integrated SMSF expertise delivers? Our specialists are prepared to demonstrate the measurable difference that focused knowledge and coordinated strategy makes to your retirement wealth.
Not sure where to start? Contact us for a confidential discussion about your current SMSF requirements.
