Best for 90% funds. Single or two-member funds with simple asset mixes (listed securities, managed funds, term deposits) and straightforward super contribution and pension payments.
Price includes GST. All fees in AUD.
Best for funds that have complex events such as wind-up, divorces, separations, member deaths, large cryptocurrency holdings and multi-proprty holdings.
Best suited for practices that have high volume SMSF needs that require a dedicated, full time SMSF accountant. Expect 2-4 SMSFs per week depending on complexity and query reply times.
Choose which SMSF service you want and send us your request
Our prices are locked in for 12 months for the chosen tier
Our pricing increase is capped to a maximum of 5% each year during our renewal meeting
Our SMSF fees and pricing terms are publicly displayed with no nasty surprises. We’re transparent because it gives you greater confidence.
You'll always know what you'll pay each month and can budget accordingly.
Our prices are fixed for 12 months of the agreement period. No hidden increases. Peace of mind.
Each year during renewal, we'll cap our price increase to a maximum of 5% for that year.
Take a look at our timeline for your initial enquiry to operational SMSF service.
You can book a time that suits you right now.
On the call we'll explain our operations and ascertain your needs.
We'll arrange a trial or pilot program so you can test our services.
We'll get the team set up with software and management supervision processes.
We'll complete our trial period. You decide if you wish to engage us or leave us.
You'll sign our contract and we'll get start in accordance with agreed terms.
We'll provide daily activity reports for each staff member on close of business.
We'll provide you with detailed timesheet and job breakdown for productivity reporting.
Every quarter, we'll review our performance, benchmark results and resolve any issues.
Yes, we can negotiate a bulk discount for our Elevate and Summit services. Please note that for funds in excess of 100, we may require a bond or annual contract to receive a discount.
No, these costs are borne by you. We do not operate our own accounting software licenses or actuarial certificate user accounts. However, we can set this up on your behalf when you engage us.
No, our prices are the same for all funds within the chosen tier. Funds that have a certain complexity will automatically fall within our Summit SMSF service as there is significantly more time involved.
Yes for funds that require 48 hour turnaround time, we charge a 50% priority premium as our staff may work overtime to prioritise your workflow. This priority pass is subject to our current workflow volume and capacity of staff.