Are you looking for a specialist provider of SMSF accounting services?
We are a niche team of professionals focused on providing SMSF Accounting Services built on the twin pillars of technical excellence and high level automation solutions.
This automation of the day to day compliance work allows us to provide high level technical solutions for our clients at an affordable cost.
Our team of experienced, accredited SMSF accountants pride themselves on providing a next level service being responsive to our clients’ needs while keeping to our mission of being niche SMSF providers and not a jack of all trades!
Our SMSF Accounting Services Include:
- A proactive or reactive offering depending on our clients’ needs.
- Regularly reconciling your bank accounts and investment activity via data feeds linked into the Class Super platform.
- Preparing annual Financial Statements and SMSF Tax Returns.
- Maintenance of your investment records for capital gains.
- Prepare and lodge your BAS, IAS, PAYG and TBAR reports to the ATO.
- Maintaining your pension accounts.
- Preparing all minutes, declarations and regulatory documents.
- Creating an audit file and managing the annual external audit.
We are also equipped to handle any complex issues that you may have and will be able to give you advice on how best to handle these! Some of these more complex areas include:
- We can review and update your SMSF Deed via our in house SMSF lawyers to ensure compliance with recent legislative changes.
- We can sort out your LRBAs (Limited Recourse Borrowing Arrangements).
- When it is time to close the fund we are able to assist with SMSF Wind Ups.
- We assist with deceased estate wind ups and can help make sure you do so as tax effectively as possible.
- We can process corporate trustee and member changes.
- If something has gone wrong, we are here to help! We have experience dealing with Compliance Breach rectifications.
SMSF Costs
The regular costs to maintain a basic SMSF include:
- $300 – Audit Fee (External Auditor).
- $250 – Class Super Fee.
- $750 – Annual accounting, tax lodgement and administration fees.
- $1,300+GST Total Annual Costs.
For more information checkout our SMSF Pricing Page.
The costs of setting up a new SMSF include:
- $636 – ASIC Fee for Setup of special purpose Corporate Trustee.
- $400 – Legal fees for SMSF Deed.
- $250 – Class Super First Year Fee.
- $714 – Accounting fee for setup, create initial audit file, investment strategy, rollover funds, complete ABN and TFN applications and preparation of files you’ll need to open the bank account.
- $2,000+GST – Total Setup Cost.
These fees are accurate for the current financial year and can be reimbursed to the client from the SMSF once the setup is completed if the client so chooses.
For more information checkout our SMSF Pricing Page.
Do you want to learn more about our SMSF Accounting Services?
Give us a call on 1300 392 544 or get in touch online.