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
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
*SMSF administration includes SMSF tax agent and administrative services for 1 financial year. ASIC agent services for trustee companies are not included.
An SMSF is a tax structure you control in preparation for retirement. It provides you with greater control, flexibility and choice - you can invest in any asset, in any currency, anywhere in the world.
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Self Managed Superannuation Funds are the fastest growing industry in Australia

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