SMSF Establishment Services
Setting up an SMSF is one of the most important financial decisions that you will make. At Source Accounting, we don’t believe that everyone should have an SMSF. We believe that each and every client should be educated about what an SMSF is, what the rules are and what their responsibilities are as Trustees. One thing that sets us apart from the rest is our ability and willingness to give you insight into what it would be like to run your own SMSF, from an administrative point of view, before you sign on the dotted line. This is why we give you your first hour consultation free, so that we can shoot the breeze and give you some insight, without you having to read through thousands of websites of material that looks and feels the same and tells you what you want to hear.
The fees for our SMSF establishment services are:
- Individual Trustee Structure – $1,210 including GST.
- Corporate Trustee Structure – $1,870 including GST.
The package of services that you get at this price includes, but is not limited to the following:
- Our consultation and assessment of whether an SMSF is right for you.
- Our Statement of Advice (SOA) – we will wrap this into our establishment fee.
- SMSF Trust Deed.
- Registration of Company Trustee including associated ASIC fee.
- Associated set-up documents including Membership Applications, Product Disclosure Statements, Minutes and Letters, ATO Trustee Declarations, Consent to Act as Trustee.
- Lodgement of ABN and TFN Application and registration of SMSF with ATO.
- All the guidance, telephone calls and emails you will need to get you on track, all day, any time any day of the week.