SMSF Admin Packages

SMSF Administration Packages

Basic SMSF Service
SMSFs with 1-10 investments
  • SMSF tax return
  • Financial and member statements
  • Fund minutes and declarations
  • Investment strategy review
  • Audit of SMSF
  • ATO mailbag service
  • Arrange actuary certificate
  • Pension review
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Complex SMSF Service
SMSFs with 10+ investments
  • SMSF tax return
  • Financial and member statements
  • Fund minutes and declarations
  • Investment strategy review
  • Audit of SMSF
  • ATO mailbag service
  • Arrange actuary certificate
  • Pension review
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*SMSF administration includes SMSF tax agent and administrative services for 1 financial year. ASIC agent services for trustee companies are not included.

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