SMSF Pricing

SMSF Pricing - Fixed Quotes

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:

  • Basic SMSF Annual Returns including Audit and Software Costs:
  • Complex Fund including Audit and Software Costs:
  • Very Complex Fund including Audit and Software Costs:
    No Set Price
  • Actuarial Certificates are on charged at cost, currently:
  • Setup of a new SMSF, Corporate Trustee, Class Software & Rollovers:

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. 

Payment Terms

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:

  • Ongoing real time reporting for planning or pension purposes.
  • Quarterly TBAR lodgement deadlines.

Payment Methods

All the usual payment methods are available, including:

  • Electronic Funds Transfer (EFT) Payments directly from the Fund (recommended)
  • Payment via MasterCard or Visa incurring a 3% credit card levy
  • Cheque/cash payments

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.

Do you want to learn more about our SMSF Pricing?

Give us a call on 1300 392 544 or get in touch online.

Contact Us

If you’re interested in learning more about our SMSF Pricing please reach out for a confidential quote. Simply submit your details and one of our friendly team will be in touch as soon as possible.

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