JK Superfund Services

Special Offer for New SMSF Clients – Fixed Fee $1,100 first year!

Expert SMSF Administration Services

Annual Fixed Fees

Basic Annual SMSF Accounting and Audit:

$1,100

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.

Intermediate Annual SMSF Accounting and Audit:

$1,430

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.

Advanced Annual SMSF Accounting and Audit:

$1,980

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):

Free

Transfer of Current SMSF to Our Platform:

Free

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Expert SMSF Administration Services

Annual Fixed Fees

Basic Annual SMSF Accounting and Audit:

Intermediate Annual SMSF Accounting and Audit:

Advanced Annual SMSF Accounting and Audit:

ESA Registration (Yearly):

Transfer of Current SMSF to Our Platform:

Setup & Administration Services

SMSF Setup with Individual Trustees:

SMSF Setup with a New Corporate Trustee (incl. ASIC fees):

Bare Trust Corporate Trustee Setup (for borrowing, incl. ASIC fees):

Bare Trust Setup (for property purchase only):

Accountant Letter:

Rollover Between Super Funds & Rollover Statement (via ESA):

SMSF Compliance Services

ASIC Agent Services (Corporate Trustee only)

Auditor Contravention Report (if required):

Phone & Email Support / ATO Liaison:

Pension Administration Services (Retirement Phase, Age 60+)

Account-Based Pension Establishment (including TRIS):

Actuarial Certificate (if required):

Binding Death Benefit Nomination:

TBAR Lodgment:

Interim Figures

Other Services

Winding Up an SMSF:

Adding or Removing a Member:

Changing Trustees:

Changing an SMSF Name:

Expert SMSF Administration Services

Annual Fixed Fees

Basic Annual SMSF Accounting and Audit:

Intermediate Annual SMSF Accounting and Audit:

Advanced Annual SMSF Accounting and Audit:

ESA Registration (Yearly):

Transfer of Current SMSF to Our Platform:

Setup & Administration Services

SMSF Setup with Individual Trustees:

SMSF Setup with a New Corporate Trustee (incl. ASIC fees):

Bare Trust Corporate Trustee Setup (for borrowing, incl. ASIC fees):

Bare Trust Setup (for property purchase only):

Accountant Letter:

Rollover Between Super Funds & Rollover Statement (via ESA):

SMSF Compliance Services

ASIC Agent Services (Corporate Trustee only)

Auditor Contravention Report (if required):

Phone & Email Support / ATO Liaison:

Pension Administration Services (Retirement Phase, Age 60+)

Account-Based Pension Establishment (including TRIS):

Actuarial Certificate (if required):

Binding Death Benefit Nomination:

TBAR Lodgment:

Interim Figures

Other Services

Winding Up an SMSF:

Adding or Removing a Member:

Changing Trustees:

Changing an SMSF Name:

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