How it works

SMSF Admin

Extensive SMSF Experience – High Quality Service – Starting from $137.50* (Incl. GST)

* See pricing table below for details

If you’re an Accountant or Financial Planner managing multiple funds for your clients, you can now order our services to provide comprehensive SMSF administration services. With increasing focus on regulatory compliance and real-time reporting, it is important that you use specialist firms who understand the intricacies involved in making sure your client’s SMSF remains fully compliant and issues, if any, get highlighted in a timely manner so you can address them.

We have an experienced team of professional who know all about the issues you face in managing SMSFs. We offer quick turnaround time and use our custom designed online client portal for you to upload required documents and get regular updates.


Pricing Plans

Plan Features For Accountants For Financial Planners
Ongoing Administration - Pricing
$118.75 /month
Total $1,425 /annum (Incl. GST)
$137.50 /month
Total $1,650 /annum (Incl. GST)
 
Inclusions
Accounting Software Licence Fee
 
Annual Financial Statements
Daily reconciliation and update
 
Bank and Broker data feeds
Unlimited investments and transactions
 
SMSF Trust Deed Update
Documents for Change SMSF Structure - Add / Delete Members
 
Documents to Commence Pension
Documents for SMSF Borrowing
 
Actuarial Cerificate
Declaration of Trust for Property
 
Lumpsum Withdrawls
Annual GST Claim
 
SMSF Loan to Others Documentation
 
Quarterly IAS/BAS Reporting
 
Annual Income Tax lodgement
 
Monthly Processing
 
Annual Audit +225
 
Supervisory Levy Actuals Actuals
 
QS Report +495 +495
 
SOA for SMSF Set Up +595 N/A
 
12 Month termination Notice period or payment
 

Why Use Us

  • Expert Knowledge
    We are a team of tax agents and financial advisors and have great expertise in dealing with complex superannuation issues. With the recent changes in the superannuation space, it is all the more important that you deal with professionals who have an depth knowledge to navigate you through the process and make sure you have the right guidance managing your SMSF.
  • Online Access
    We collect and analyze data electronically to ensure it is efficient and secure. We have set up data feeds from banks, brokers so that your SMSF data is updated on a real time basis. Our custom designed online client portal allows you to upload required documents and get regular updates.
  • Superior Documentation
    All our pricing plans include free access to a long list of documents that you would require in managing your SMSF. Unlike other providers, who would charge additional fee, our monthly plans come loaded with all the documents for e.g. all plans include actuarial certificate (value $150). We offer high quality documentation as they are all prepared by qualified solicitors.
  • Quick Support
    We take pride in providing you the best in class support. Our team of professionals’ comprising of CPAs and CAs would guide you through the entire process. You will be able to access support team through your dedicated online portal at anytime of the day. We make sure all your queries are answered promptly.
  • Simple Fees Structure
    We do not charge anything extra - our fee structure is transparent and simple to understand with no hidden charges. Our fixed fee means that you know your costs upfront and it has no bearing on returns you generate on your investments in SMSF.

More Information

Our trust deeds

We will arrange for you to speak with Batallion Legal, free of charge

Specific legal advice

Batallion Legal will charge for this service.
Please visit http://www.batallion.com.au

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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

5 Year Unlimited Update

ABN & TFN

SMSF Update

Bulk Updates

Why Use our Deed

Free Forms

FAQ

SMSF Borrowing

Security Trust Deed - Bank Lender

Security Trust Deed - Related Party Lender

SMSF Borrowing - Property Conveyancing

Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

Change Trustee from Corporate To Individual

Change one Corporate Trustee To another

Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

Trusts

Discretionary Trust (aka Family Trust)

Unit Trust Deed

Fixed Unit Trust Deed

Trusts Information

Discretionary Trusts

Unit Trusts

Fixed Unit Trusts

Property Tools

Quantity Surveyor report

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