Superannuation Services

We are Accountants and Auditors specialising in Self Managed Superannuation Funds (SMSF), popularly known as DIY Super. We are Registered Tax Agents with more than 20 years of combined experience in Accounting, Auditing and Administration.

We have collectively either setup, audited or managed over 1000 SMSF’s.

Superannuation Services offered:

  • Super SMSF Setup – Approximate cost is $880.00 with individuals as trustee or $1,969.00 with a corporate trustee…funds paid by your SMSF, this does not include the application for an ABN and registering the fund with the ATO.  Application for an ABN is an additional cost of $99.00.
  • Super SMSF Financial Statements, Income tax Return & Secretarial minutes – approximate cost is $1,650.00, compare this to your current public/employer super, many charge much more.
  • Super SMSF Annual Audit – we have audited over 10,000 Super Funds. Approximate cost $605.00.
  • NEW Super Borrowing arrangements – In conjunction with Mercia Finance we are skilled in financing property purchase using your Super SMSF. Cost to change/setup your SMSF to purchase a property is $3,630.00. This comprises the formation of Company as trustee for a Bare Trust + Bare Trust Deed + SMSF Deed (with individual’s as trustees). All major banks except Westpac & St George require corporate trustees of the SMSF, therefore if you don’t use Westpac or St George you will need to pay an additional $1,089 for an additional company ($4,719.00). Application for an ABN is an additional cost of $99.00.

All costs above in creating a SMSF include all tax registrations and information packs we provide to you on your SMSF.

Super Fund – SMSF Set Up – Creates a SMSF, contact us to find out more