Compare SMSF accounting services

We offer 2 service option, depending on your needs:

  • Annual accounting and tax service
    Flexibility with no asset restrictions. Cater for accumulation and pension phase. Designed for those that wants year-end financial and tax lodgement.
  • Premium accounting and tax service
    Designed to provide you with access to information, and reduce your paperwork. Includes year-end accounts, audit and tax lodgement plus ongoing administration and reconciliation.

Below if a comparison of the services. See also our fees.


Year-end financial accounts, audit and tax lodgement. Value for money service.


Annual

Flexibility with no asset restrictions. Cater for accumulation and pension phase. Designed for those that only wants year-end compliance service.


Annual financial statements and tax return X
Comprehensive reporting, including detailed investments reports, member benefits statement X
Audit by an independent approved auditor (includes auditor’s fee) X
Obtain actuarial certificate, where required X
Manage communication and correspondence with Australian Taxation Office X
Prepare income stream commencement documentation, commutation documentation X
ASIC agent, if you have a company trustee X
Technical advice and guidance X

Ongoing administration and reconciliation, online access 24/7. Includes annual year-end compliance.

Premium

Designed to provide you with access to information, and reduce your paperwork burden. Includes year-end accounts, audit and tax lodgement plus ongoing administration and reconciliation.

Annual financial statements and tax return X
Comprehensive reporting, including detailed investments reports, member benefits statement X
Audit by an independent approved auditor (includes auditor’s fee) X
Obtain actuarial certificate, where required X
Manage communication and correspondence with Australian Taxation Office X
Prepare income stream commencement documentation, commutation documentation X
ASIC agent, if you have a company trustee X
Technical advice and guidance X
Ongoing administration and reconciliation of SMSF's transaction data X
Monthly reconciliation X
Secure online access to your SMSF's financial information, including member benefits details and investment information. X
Tracking of contributions received by the fund X
Monitor income stream minimum/ maximum, and notify of shortfall prior to end of financial year X
Quarterly activity statements for GST and withholding (income stream payment for member under age 60) X
Transfer balance cap account reporting X

 

 

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