Full-service SMSF administration
We help administer SMSFs
For over 30 years we've helped thousands of SMSFs with paperwork, compliance and tax returns.
We offer a choice of service options that you can move seamlessly between as your requirements change.
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|from $995 p.a.||from $2,095 p.a.||from $3,100 p.a.||from $4,995 p.a.||from $2,095 p.a.|
|Low cost for simpler fund assets||For broader fund assets & requirements||Higher level of service inclusions||All inclusive for one fixed price||Simple end of year tax solution|
|24/7 access via online dashboard||✓||✓||✓||✓||✕|
|Regular fund reconciliation||✓||✓||✓||✓||✕|
|Year-end fund compliance activities incl. TBAR||✓||✓||✓||✓||✓|
|Annual tax return lodgement||✓||✓||✓||✓||✓|
|Dedicated client manager||Via online dashboard||✓||✓||✓||✓|
|Access to linked services1||✓||✓||✓||✓||✓|
|Access to education & technical services||✓||✓||✓||✓||✓|
|Mail house and document storage||Electronic only||✓||✓||✓||✓|
|Operating cash account||Macquarie||Default is Macquarie||Default is Macquarie||Default is Macquarie||Default is Macquarie|
|Administration of non-property manual assets2||✕||Unlimited, first 5 included||Unlimited||Unlimited||Unlimited, first 5 included|
|Administration of property manual assets3||1 Australian residential property only at additional cost||Unlimited, first 1 included||Unlimited||Unlimited||Unlimited, first 1 included|
|Administration of pension accounts4||Available at extra cost||Unlimited, first 2 included||Unlimited||Unlimited||Unlimited, first 2 included|
|Administration of limited recourse borrowing arrangements (LRBA)||Available at extra cost||Unlimited, first 1 included||Unlimited||Unlimited||Unlimited, first 1 included|
|Facilitation of payments such as property maintenance||✕||$300||✓||✓||✕|
|Corporate trustee and company maintenance||$110||$110||$110||✓||$110|
|Provision of activity statements (BAS and IAS services)||$200||$200||$200||✓||$200|
|Actuarial certification (account-based pensions)||$225||$225||$225||✓||$225|
|Get started >||Get started >||Get started >||Get started >||Get started >|
1 Access to linked services – through our choice of providers.
2 Non-property manual asset (i.e. collectibles, non data-fed assets) – Additional non-property manual asset is $50 per asset.
3 Property asset (i.e. residential or commercial) – Additional property charged at $300 per property.
4 Pension account – Additional pension account charged at $110 per account.
More details about fees and charges are outlined in the Financial Services Guide.