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.
$298/month
Clarity SMSF can work with a wide range of investments provided they are held with a bank or broker that supports an electronic data feed from our SMSF administration software (over 200 institutions listed)
Inclusions:
- No Set Up Fee
- Financial Statements
- Income Tax Returns
- Annual Minutes
- Annual Audit
- Members Statements
- Pension Minutes and Documentation
- SMSF Portal login to view your investment, contributions, and pension information
- Expert Technical Support from our Experienced SMSF Accountants
Additional Services
- Actuarial certificate$275
- BAS$350
- Corporate Trustee set up$1900
- ASIC agent fee: $297 ASIC Fee: $67
- Set up of Bare Trust$2500
- Valuation Fee Free for residential investment properties | Other unlisted assets: POA
Complete SMSF Solutions
Under One Roof
SMSF Setup
Our Western Sydney specialists make the start of your SMSF journey as straightforward as possible for you. No complicated processes, just a smooth entry into a financial future that you can control.
No Set Up Fees.
When we say we are transparent, we mean it. $0 for set up. Leave it to our SMSF Accountant to establish your SMSF and well as the necessary documents and registration. And if you like a corporate trustee or bare trust please see our pricing page for more information.
Seamless end-to-end process
Our team coordinates every stage so you can make informed decisions without handling complex paperwork.
SMSF Costs & Fees
Forget the notion that SMSF’s are costly to set up. They can be more affordable that you think. At Clarity SMSF, our pricing is crystal clear. From set up to administration, there will be zero guesswork on what you have to pay.
Affordable and Transparent Pricing
For just $298p/m, our SMSF specialist team will take control of the reigns when it comes to documentation, compliance, and audits. We will also provide expert technical support along the way. If you need to tailor your SMSF, please see our pricing page for additional services like Actuary Certificates, Activity Statements, ASIC fees, and Valuations.
Simple Fee Structure
We’re not here to complicate your SMSF journey with additional fees and unsuspecting costs. If you require additional services, we’ve outlined them to you. No surprises here.
SMSF Benefits
Did you want greater control and flexibility over your financial future? An SMSF provides you with a wider range of investment choices, putting you firmly in the driver’s seat taking you on the journey to financial freedom.
Take full control of investments
Select and manage assets that match your personal goals rather than being locked into a preset fund portfolio.
Tax Efficiency at its best
Multiple tax savings? Now you’re talking. By strategic planning, there is potential for significant savings using super-specific tax benefits.
SMSF Administration
Our SMSF specialist team will ensure a stress-free process and are committed to proactive communication. We’ll manage all compliance (including reporting auditing and management), while keeping you informed along the way.
Ticking the boxes and kicking goals
Managing an SMSF is a detailed process and our team will handle these complex, time-intensive tasks, which will leave you to focus on investment decisions and planning your next financial goals.
Let’s talk strategy
Markets and needs change, and our team of advisors regularly review your SMSF to reflect these changes. If there is a strategy that needs reviewing, you’ll know about it.
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.
Which property is right for your SMSF?
Our SMSF property advisors will guide you on the most suitable investment type, while meeting all regulatory requirements. No confusion, just clarity.
Lending, the SMSF way
Our SMSF Mortgage lenders wade through the unique rules, assess your fund’s borrowing power & guide you through the Limited Resource Borrowing Arrangement, ultimately saving you time and preventing costly errors.
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.
