SMSF Administration from $990*

Newly established fund or existing fund - In Accumulation phase - all assets are held in cash - Fully automated data retrieval of bank accounts.

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SMSF Administration from $1875*

Two member fund - In Accumulation phase - Mix of cash and Australian listed securities - Fully automated data retrieval of bank accounts, income and security trades.

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SMSF Administration from $2200*

Two member fund - In Accumulation phase - Mix of cash, Australian listed securities and ungeared property - Fully automated data retrieval of bank accounts, income (including rental statements if applicable) and security trades.

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SMSF Administration from $2970*

Two member fund - In Pension phase - Mix of cash and Australian listed securities - Fully automated data retrieval of bank accounts, income and security trades

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Self Managed Super Fund

PREPARATION

Why do people create their own fund?

Control, greater input in decision making, the ability to purchase real property, the ability to borrow, estate planning and tax concessions!

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SET UP

Whats the next step for your SMSF?

When you've read the material on this site, including the role and responsibility of Trustees, taken professional advice, you are ready to start the set up.

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MAINTAINING

Setting up your SMSF contributions.

What is a contribution and what is the allowable cap? In Specie Contributions, age based contribution limits, self employed rules and much more.

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