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Bundled Services

ADMINISTRATOR SOLUTION
$90.75 per SMSF, per month

REAL-TIME ADMINISTRATION SOLUTION

Our real-time administration solution bundles all of the below.
For a fixed fee of $90.75 per SMSF, per month, you have access to real-time
financial reporting and unlimited access to the following products & services.

OR

Pension Establishment
& Commutation

SMSF Education

Accounting & Tax


Audit & Compliance

Compliance Advice

Corporate Secretarial



ADMINISTRATOR SOLUTION
$990 per SMSF, per annum

END-OF-YEAR ADMINISTRATION SOLUTION

Our end-of-year administration solution bundles all of the below.
For a fixed fee of $990 per SMSF, per annum, you have access to End-of-Year
financial reporting and unlimited access to the following products & services.

Pension Establishment
& Commutation

SMSF Education

Accounting & Tax


Audit & Compliance

Compliance Advice


Standalone Services


SMSF Establishment

$110 per SMSF
Inclusions: Click here
Exclusions: N/a

Corporate Trustee Establishment

$555 per company
Inclusions: Click here
Exclusions:ASIC Registration Fees

Borrowing Trust Establishment

$396 per trust
Inclusions: Click here
Exclusions: N/a

Pension Establishment & Commutation

$110 per pension / commutation
Inclusions: Click here
Exclusions: N/a

SMSF Restructure

$220 per restructure
Inclusions: Click here
Exclusions: N/a

SMSF Education

Per Consultation
Inclusions: Click here
Exclusions: N/a

Accounting & Tax

$770 per SMSF
Inclusions: Click here
Exclusions: ATO Supervisory Levy, Actuarial fees

Audit & Compliance

$440 per SMSF
Inclusions: Click here
Exclusions: N/a

Compliance Advice

Per Consultation
Inclusions: Click here
Exclusions: N/a

Corporate Secretarial

$66 per company
Inclusions: Click here
Exclusions: ASIC fees

Expect MORE


200

200+ ACCOUNTING & FINANCIAL
PLANNINGS FIRMS ACTIVELY ENGAGED

5,000

5,000+ SMSF's ADMINISTERED

12

12+ YEARS OPERATING

80

80+ HIGHLY SKILLED TEAM MEMBERS

50

50+ SMSF's CREATED EACH MONTH

Get started today

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