SMSF Price List:
Packages | |||
Inclusions | SMSF BASICS | SMSF PRO | SMSF ADVANCED |
Monthly Fees | $137.50 | $198.00 | $275 |
Annual Tax Return | Yes | Yes | Yes |
Annual Accounts | Yes | Yes | Yes |
Online access to accounts/reports | Yes | Yes | Yes |
Telephone Support | Yes | Yes | Yes |
Email Support | Yes | Yes | Yes |
Annual Meeting | No | Yes | Yes |
Bank Accounts / Term Deposits | Yes | Yes | Yes |
Managed Funds | No | Yes | Yes |
Shares | Yes | Yes | Yes |
Collectibles / Others | No | Yes | Yes |
Properties | No | No | Yes |
Separate Costs | |||
Setup | $1,100.00 | ||
Setup with Corporate Trustee | $1,430.00 | ||
Annual ASIC Fee (Corporate Trustee only) | $46.00 | ||
Annual ASIC Filing (Corporate Trustee only) | $200.00 | ||
Property investment structure setup (Bare Trust) | $1,210.00 |