SMSF Ongoing Administration Fees
Our SMSF Administration packages start from $799 per annum including GST. Each and every SMSF is unique and should be set up tailored to you and your needs and as a result, the fee will be quoted on a Fund by Fund basis.
We will not at any time purport to provide every SMSF with Administration services for a fixed annual fee. This is because we are different. Our annual SMSF Administration fees include provision for our input into the day to day management of your Fund every step of the way. We will not promise the lowest fee, however, we will promise to answer the phone, respond to your emails and be available for meetings should you require our guidance.
This is why we recommend that you let us provide you with a quote that fits your needs and your SMSF structure. The quote will give you confidence of the amount you will pay and give us the certainty that we are giving your SMSF our fullest attention, without being concerned that we have not charged enough. A fit and proper fee means that our independence as your trusted Accountant is maintained at all times.
The Source Annual Administration Package will provide you with the following services for your SMSF:
- Preparation of Annual Financial Statements.
- Preparation of Annual Member Statements.
- Preparation and Lodgement of Annual SMSF Tax Return.
- Annual Minutes.
- Pro-Active Tax minimisation strategies.
- Preparation and Lodgement of Quarter Instalment Activity Statement or Business Activity Statement, if required.
- Pension Administration including annual pension review and preparation of pension payment documentation, as required.
- Annual ATO guidance including what tax to pay and when to pay it.
- A complete compliance review to ensure that your Fund ticks all of the compliance boxes every step of the way.
- Arranging the Annual Audit including provision of complete Audit ready file to Auditor to ensure the most competitive audit fee for your Fund.
Email at firstname.lastname@example.org or call us on 07 3394 4622 now to obtain your quote.