SMSF Packages

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Bronze Fund Package$1,100

Our starting package is the well priced Bronze SMSF Care Service. Limited investment options, but suited to most SMSF Trustees

SILVER FUND PACKAGE$1,550

The Silver package, provides a ATO & ASIC mailhouse services. Transaction report and assistance, discount documents and services, plus more investment options.

GOLD FUND PACKAGE$2,550

The Gold package, provides the greatest investment choice. Face to face fund review for Sydney & Melbourne clients. Free SMSF Deed updates, investment strategy and SMSF Setup Advice. Proactive phone and email support and general guidance and discount advisory services.

Setup Services
Corporate Trustee Company $799 (once only) $799 $799 (once only)
SMSF Trust Deed Included Included Included
Transfer of an existing SMSF Free Free Free
ABN/TFN Application
Bank Account Setup
Super Rollovers Email Instructions We Post Your Rollovers
Technical Support Chat, Email Phone, Email, Chat Phone, Email, Skype, Chat
Property Listings
Investment Strategy update
Reitrement / Debt Calculators
Dividend reporting
Online Access & Tools Online Storage
SMSF Mailhouse / Bill Pay Service
BAS Services*** $150 (annual fee)***
SMSF SOA Fee (Optional) $550 $550 $330
Support 1-2 days (Email) 1-2 days (Email) 1-2 days (Email)
Newsletter
Setup Services
Crypto Currency * Max. 300 trades in AUD only
Cash
Term Deposits
ASX Listed Securities
Exchanged Traded Funds (ETF's
ASX Listed Options
Bonds, Debentures, fixed interest securities
Australian Contracts for Difference (CFDs)
Managed Funds
Foreign Exchange (FX)
Investment Property (residential)
Commercial Property
Investments in Private Companies or Private Trusts
Investments in Overseas Property
Investments in Collectables
Gold, Platinum & other Metals *only if an independent vault provider is selected
Other investments
MINIMUM TERM 24 months 12 months 12 months
Annual Administration Fee (includes Accounting & Auditing)*** $1,100 $1,550 $2,550
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