SMSF Packages

Our Pricing Packages

Our SMSF Packages are priced, based on risk and investment options and time taken to complete your funds Audit and Return. Most of our clients start on the Bronze package which is $1,100, which covers most investments. No price shocks, efficient, accurate, with support and online tools.Contact us if you require more information.

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

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Setup Services

Corporate Trustee Company$799 (once only)

SMSF Trust Deed

Transfer of an existing SMSFFree

ABN/TFN Application

Bank Account Setup

Super Rollovers ( email instructions)

Technical SupportChat, Email

Property Listings

Investment Strategy update

Reitrement / Debt Calculators

Dividend reporting

Online Access & ToolsOnline Storage

SMSF Mailhouse / Bill Pay Service

BAS Services***

SMSF SOA Fee (Optional)$550

Support1-2 days(Email)

Newsletter

INVESTMENT OPTIONS

Crypto Currency* Maximum 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 TERM12 months

Annual Administration Fee (includes Accounting & Auditing)***$1,100

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

Apply Now

Setup Services

Corporate Trustee Company$799

SMSF Trust DeedIncluded

Transfer of an existing SMSFFree

ABN/TFN Application

Bank Account Setup

Super Rollovers ( we post your rollovers)

Technical SupportPhone,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

Support5 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 TERM24 months

Annual Administration Fee (includes Accounting & Auditing)***$1,550

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

Apply Now

Setup Services

Corporate Trustee Company$799

SMSF Trust DeedIncluded

Transfer of an existing SMSFFree

ABN/TFN Application

Bank Account Setup

Super Rollovers

Technical SupportPhone,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

SupportPhone,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 TERM12 months

Annual Administration Fee (includes Accounting & Auditing)***$2,550