From $3,100 p.a.
Comprehensive solution inclusive of most commonly requested ancillaries
Platinum is a more inclusive administration solution with commonly used ancillary services and payment facilitation forming part of the base administration fee. With payment arrangement we handle the invoice payments on your behalf, like ASIC fees, property maintenance, tax and more, giving you the confidence that your accounts are up to date and record keeping is in order.
- 24/7 online access to your SMSF allowing you to track your portfolio value and individual member balances at anytime
- Includes administration of non-data-fed assets like property and LRBA, as well as pension establishment, administration, commutation, and lump sum payments.
- Daily administration of your transactions including continuous revaluation of data fed investments
- Facilitation of payments out of your cash account
- Monitoring pension payments and management of contribution caps
- Lodgement of annual financial statements, income tax, and regulatory returns
- Access to educational seminars and technical services
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