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 |
SMSF Trust DeedSMSF BorrowingSecurity Trust Deed - Bank Lender Security Trust Deed - Related Party Lender SMSF Borrowing - Property Conveyancing Actuarial Certificate |
SMSF Related DocumentsCommence Account Based Pension Convert Existing AP to Account Based Pension Lost SMSF Deed - Deed of confirmation Delete member(s) from your SMSF Change Trustee from Individual To Corporate Change Trustee from Corporate To Individual |
TrustsDiscretionary Trust (aka Family Trust) Trusts InformationProperty ToolsJobs |