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A comprehensive SMSF administration service for SMSFs with simple asset structures
We take care of the paperwork so you can focus on the more important matter of guiding clients through their SMSF journey. Our Foundation service is designed for your clients who intend to invest in cash, term deposits, listed Australian equities or have their assets held in a platform.
The comprehensive annual base fee covers year-round fund administration, compliance monitoring and regular fund reconciliation.
- from $1,500 (accumulation) - from $2,000 (pension)
For a new SMSF, ensure your clients have:
• Chosen a name for their SMSF
• Personal details for each member including tax file numbers
• If they intend to use a corporate trustee, the name they would like to use for this company
• Identification documents for themselves and each fund member, eg. driver’s license, Medicare card, passport