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Self-managed superfunds

Want direct control of your superannuation investments?

Shape Your Tomorrow by taking control today

SMSFs are the most effective way to gain direct control over your superannuation funds, as they provide the most flexibility for tax planning and retirement options. You can also gain greater control over your estate planning and asset protection with Self-Managed Super Funds.

What We Provide

  • FN, ABN and Trust set up
  • Providing SMSF advice, implementing effective tax strategies, and facilitating SMSF transfers both within and outside the SMSF environment
  • SMSF Compliance & Annual Auditing
  • Annual SMSF Tax Return and Accounts for your fund
  • Manage your costs; the cost of operating your SMSF will depend on the investments you make within it
  • SMSF Reviews – Considering any change in circumstances can impact your investment strategy, the SMSF team should review it annually.

SCHEDULE OF FEES

Concession ITR $129
Basic ITR $169
Basic Sole Trader $309
Premium Sole Trader $499
Deluxe ITR $349 – Includes two schedules
Deluxe Sole Trader $849
Rental Schedule $179
Capital Gains Tax Schedule $179
Crypto Calculations $179
PDF Conversion Fee from $79
Fee From Refund $50
Logbook Calculation $129