Annual Fixed Fees

Funds with a cash account and term deposits are essential for effective super fund accounting, particularly during SMSF setup. These financial tools can aid in streamlining your audit services.

Funds can include up to three different types of investments: a cash account, listed investments, and property, all of which can benefit from professional audit services. Additionally, proper SMSF setup is essential for smooth management, while effective super fund accounting ensures that all investments are well-tracked.

Funds with more than three different types of investments may benefit from professional audit services, especially for SMSFs with a balance exceeding $5 million. Proper super fund accounting is essential for effective SMSF setup and management.

• ESA registration (Yearly)
• Transfer of current SMSF to our platform

• SMSF setup with individual trustees | $330
• SMSF setup with a new corporate trustee (incl. ASIC fees) | $880
• Bare trust corporate trustee setup (for borrowing, incl. ASIC fees) | $880
• Bare trust setup (for property purchase only) | $880
• Accountant letter | $110
• Rollover between super funds & rollover statement (via ESA) | $110

• ASIC agent services (corporate trustee only) | $220 
• Auditor contravention report (if required) | $110
• Phone & email support / ATO liaison | Complimentary

• Account-based pension establishment (including TRIS) | $330
• Actuarial certificate (if required) | $176
• Binding death benefit Nomination | $165
• TBAR lodgment | $165
• Interim figures | $330

• Winding up an SMSF | $265
• Adding or removing a member | $550
• Changing trustees | individual → corporate audit services: $1,210
• Changing trustees | corporate → individual SMSF setup: $550
• Changing an SMSF name | $440