SMSF ANNUAL RETURN
COMPLIANCE
Essentials
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SMSF Annual Tax Return & Lodgment
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Preparation of Financial Statements (Balance Sheet, P&L, Member Statements)
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Audit coordination (independent auditor fees not included)
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ATO compliance check (residency, contribution caps, pension minimums)
$
1800
(Exclude GST)
STANDARD
SMSF with Investments
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Everything in COMPLIANCE Package, plus:
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Fixed Asset Register & Depreciation Schedule (if property held)
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Investment reporting (shares, ETFs, managed funds, crypto)
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Review of contribution strategies (non-concessional, concessional, carry-forward)
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Liaison with fund administrator/broker/platform if needed
$
2500
(Exclude GST)
POPULAR
PREMIUM
Full SMSF Advisory & Support
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Everything in STANDARD, plus:
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Strategic tax planning for members (before June 30 review)
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Pension & Transition to Retirement (TTR) strategies
-
Property investment structuring inside SMSF (including Bare Trust/limited recourse borrowing arrangement setup)
-
Regular reporting dashboard (quarterly updates)
-
Priority phone/email support throughout the year
$
4500
(Exclude GST)
BEST PRICE
Add-ons
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SMSF Setup (with Corporate Trustee) $3,000 + GST (excl. 2025 ASIC fee of $611)
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Rollover for two industry funds From $3,500 + GST
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Bare Trust Setup for SMSF Property From $2,200 + GST
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ASIC Agent Service for Corporate Trustee $330 + GST / year
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Actuarial Certificate (if required) $120 to $280 + GST
-
SMSF Wind-Up From $1,500 + GST + Audit Fee
-
ATO Supervisory Levy $259 payable to ATO
Why Choose our Package
- Fixed fee package.
- Manage your tax and statutory compliance.
- Provide online and real time information for your business.
- Reduce your administration task.
- Provide better control of your cash flow.
- Offer paperless environment.
- Continues support from us.
All prices listed are excluding GST.
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