We believe in being transparent with our SMSF pricing and will always quote you in advance for all Self Managed Super Fund works, which will be fixed except in the case of audit issues or contraventions. The general fees listed below are subject to change, but we will always inform you of any variations and seek your written approval prior to commencing work so you never have to deal with unexpected bill shock.
Our general fees are:
We will confirm what level of complexity applies to your fund prior to commencing work. The reason we need to charge more for complex funds is due to the higher audit costs caused by certain investments such as unlisted private company shares.
We offer two packages either reactive or proactive. Both of these packages cost the same but our reactive offering is where you pay for the annual work once completed at the end of the year while our proactive offering is in advance. This allows us to keep your SMSF up to date monthly which assists trustees who need:
All the usual payment methods are available, including:
Our terms are generally seven days from the date of invoice, but we are happy to discuss payment arrangements in exceptional circumstances.
If you are ever in a position where you cannot meet our standard payment terms, one of our friendly team will be happy to discuss your options with you.