SMSF FUND PACKAGES

  • Setup Services

  • Corporate Trustee Company
  • SMSF Trust Deed
  • Transfer of an existing SMSF
  • ABN/TFN Application
  • Bank Account Setup
  • Super Rollovers
  • Phone & Email 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)
  • Technical Support
  • Newsletter
  • INVESTMENT OPTIONS

  • 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

  • $799 (once only)
  • Included
  • Free
  • Online Storage
  • $330
  • Limited email support
  • 12 months
  • $1,100
  • SILVER FUND
    PACKAGE

  • $799
  • Included
  • Free
  • $150 (annual fee)***
  • $220
  • Email support
  • 12 months
  • $1,550
  • GOLD FUND
    PACKAGE

  • $799
  • Included
  • Free
  • $110
  • Phone, Email
  • 12 months
  • $2,550

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