SMSF - Basic Service
From $1,870 (incl. GST)*

This Service is designed for people who would like to manage the day-to day administration of their fund, but outsource their annual responsibilities.

This annual Service includes:
  • Preparation of annual financial statements
  • Preparation of Income Tax Return with ATO
  • Preparation and lodgment of Superannuation Surcharge forms
  • Preparation of Annual Regulatory Return
  • Annual independent audit of financial statements (organised and completed through Stanley & Williamson Chartered Accountants)

*The fee quoted for this service assumes information is provided in a format that is compliant with our accounting systems and further, does not cover funds that have breached the SIS Act regulations and require a qualification of audit report and other related work

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