SMSF Packages

Setup Services
Corporate Trustee Company
SMSF Trust Deed
Transfer of an existing SMSF
ABN/TFN Application
Bank Account Setup
Super Rollovers
Technical Support
Property Listings
Investment Strategy update
Reitrement / Debt Calculators
Dividend reporting
Online Access & Tools
SMSF Mailhouse / Bill Pay Service
BAS Services***
SMSF SOA Fee (Optional)
Support
Newsletter
INVESTMENT OPTIONS
Crypto Currency
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
Other investments
MINIMUM TERM
Annual Administration Fee (includes Accounting & Auditing)***

BRONZE FUND PACKAGE

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

$1,100
Setup Services
Corporate Trustee Company
$799 (once only)
SMSF Trust Deed
Included
Transfer of an existing SMSF
Free
ABN/TFN Application
Bank Account Setup
Super Rollovers
Email Instructions
Technical Support
Chat, Email
Property Listings
Investment Strategy update
Reitrement / Debt Calculators
Dividend reporting
Online Access & Tools
Online Storage
SMSF Mailhouse / Bill Pay Service
BAS Services***
SMSF SOA Fee (Optional)
$550
Support
1-2 days (Email)
Newsletter
INVESTMENT OPTIONS
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
12 months
Annual Administration Fee (includes Accounting & Auditing)***
$1,100
Apply Now

SILVER FUND PACKAGE

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

$1,550
Setup Services
Corporate Trustee Company
$799
SMSF Trust Deed
Included
Transfer of an existing SMSF
Free
ABN/TFN Application
Bank Account Setup
Super Rollovers
We Post Your Rollovers
Technical Support
Phone, Email, Chat
Property Listings
Investment Strategy update
Reitrement / Debt Calculators
Dividend reporting
Online Access & Tools
SMSF Mailhouse / Bill Pay Service
BAS Services***
$150 (annual fee)***
SMSF SOA Fee (Optional)
$440
Support
5 hours (Email, Text)
Newsletter
INVESTMENT OPTIONS
Crypto Currency
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
Other investments
MINIMUM TERM
24 months
Annual Administration Fee (includes Accounting & Auditing)***
$1,550
Apply Now

GOLD FUND PACKAGE

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.

$2,550
Setup Services
Corporate Trustee Company
$799
SMSF Trust Deed
Included
Transfer of an existing SMSF
Free
ABN/TFN Application
Bank Account Setup
Super Rollovers
Technical Support
Phone, Email, Skype, Chat
Property Listings
Investment Strategy update
Reitrement / Debt Calculators
Dividend reporting
Online Access & Tools
SMSF Mailhouse / Bill Pay Service
BAS Services***
SMSF SOA Fee (Optional)
$330
Support
Phone, Email, Skype
Newsletter
INVESTMENT OPTIONS
Crypto Currency
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
Other investments
MINIMUM TERM
12 months
Annual Administration Fee (includes Accounting & Auditing)***
$2,550
Apply Now