SMSF Set Up Service

An SMSF needs to be set up correctly so that it’s eligible for tax concessions, can receive contributions and is as easy as possible to administer. 

Our Fund Establishment Service includes following: 

  • SMSF Trust Deed 
  • Member Packs (including application forms, product disclosure statements) 
  • Trustee Declarations 
  • Register your SMSF for an ABN and TFN including an election for the SMSF to become a regulated fund. 
  • Prepare all other Relevant Letters, Minutes & Templates
  •  Attend to the Registration of the Company with ASIC (if Corporate Trustee Only) 
  • Assist in opening a bank account for the SMSF
  • Assist with initiating rollovers into the SMSF

Pricing 

Fund Establishment with Individual Trustees – $500.00
Fund Establishment with Corporate Trustee Company – $1,500.00 

To proceed ahead with Setting up your SMSF, please click here. 

Note: We do not provide any Financial or Investment Advice since we do not hold an AFSL licence. Any advice provided will be general in nature.  If you are not sure whether an SMSF is appropriate for you, please seek advice from a licensed advisor before proceeding ahead. We can refer you to some of the well-known financial advisers at your request. 

Annual Administration

All SMSFs are required to have financial statements prepared, and lodge Annual Return with the Australian Taxation Office for each financial year. The SMSF is also required to be audited each year by an approved auditor that is independent and registered with Australian Securities & Investments Commission (ASIC). 

As part of this Annual Administration Package, we offer below services. 

  • Prepare Year-End Financial Accounts and Tax Return (Including Member Statement & Investment Reports) 
  • Coordinate Annual Independent Audit of the SMSF. 
  • Organise Actuarial Certificate to Claim ECPI where required. (Actuarial certificate cost is additional) 
  • Act as the Tax Agent for the SMSF and lodge the Tax Return before ATO deadline.  
  • Prepare and Lodge BAS & PAYG for the SMSF when required.
  • Act as ASIC Agent for the Corporate/Bare Trustee Companies. 
  •  No restrictions on Number of Investments Held, Value of Investment and Type of Investments. 
  • Free Transition of your Fund to our System.

Daily Administration

This service is more suited to those SMSFs which require regular reporting to ATO which includes TBAR & BAS. It is also suitable to those members that wish to view their fund’s contribution & pension information in real time. 

As part of this Daily Administration Package, we offer below services.  

  • Daily Processing of the Fund’s Transactions via Data Feeds. 
  • Daily Maintenance of the Fund’s Asset Accounts and Member Contribution & Pension. 
  • Prepare Year-End Financial Accounts and Tax Return (Including Member Statement & Investment Reports)
  • Coordinate Annual Independent Audit of the SMSF. 
  • Organise Actuarial Certificate to Claim ECPI where required. (Actuarial certificate cost is additional) 
  • Act as the Tax Agent for the SMSF and lodge the Tax Return before ATO deadline.
  •  Prepare and Lodge BAS & PAYG for the SMSF when required.
  •  Act as ASIC Agent for the Corporate/Bare Trustee Companies.  
  • No restrictions on Number of Investments Held, Value of Investment and Type of Investments. 
  • Free Transition of your Fund to our System. 

To transfer your existing SMSF Administration Service to us, please click here. 

To find out more about our above service offering and pricing, please contact us. 

SMSF Document Service

We also provide other document services for SMSFs. Below is what is included as part of this service offering. 

  • Set up Bare Trust deed with Bare Trustee Company for LRBA Properties. 
  • Change of Trustee or Member Documentation. 
  • Pension Related Documents. 
  • Trust Deed Upgrade 
  • Investment Strategy 
  • Lump Sum Withdrawal & Rollover 
  • Fund Wind Up 
  • Other SMSF Related Documents 

Please contact us for full detailed fee and service schedule for the above.