It doesn't have to be complex - or expensive!

Value for money admin solutions

Our comprehensive range of services give you the flexibility to seamlessly move and adjust as your business evolves. Technology and innovation are at the helm of our admin solutions, while giving you the ability to move funds between our products as investments change.

 iSaverEssentialsUltimateAnnual
SMSF admin feeFrom $995 p.a.From $2,095 p.a.From $4,495 p.a.From $2,095 p.a.
Assets

All assets must have automated data transfer (data feed) with a limit of one investment property.

Any type of assets allowed with up to five non data-fed assets and unlimited data fed assets included.

Unlimited assets included as part of the price. No restrictions on non data-fed vs data fed assets.Any type of assets allowed with up to five non data-fed assets and unlimited data fed assets included.
Residential and commercial propertyOne residential only. Cost of $300 p.a.The first property is included, any additional property is $300 p.a.No limit on the type and number of properties held.The first property is included, any additional property is $300 p.a.
Borrowing1 LRBA from a bank.The first LRBA from a bank is included. Any additional is $110 p.a.No limit on LRBA.The first LRBA from a bank is included. Any additional is $110 p.a.
Segregated assetsNo.Cost of $750 p.a. per member segregation.Cost of $750 p.a. per member segregation.Cost of $750 p.a. per member segregation.

*Further fees and charges may apply if you hold above a certain number of non data-fed assets which are outlined in the Financial Services Guide (refer to pp 15 & 17 for more info on fees).

 

Accountants Outsource solution

Our Accountants Outsource solution is designed to be flexible to adjust to the particular needs of your business.

  • We process funds in any SMSF software
  • We can accommodate various sources of fund data
  • As highly experienced administrators we can accommodate funds of varying structure and complexity

How much does the outsource solution cost?

No two accountancy practices are the same. We take a personalised approach to assess your particular requirements and to set a fixed price you can count on and that delivers value. Contact your local SMSF Relationship Manager today to arrange a quote.