We offer 2 service option, depending on your needs:
Below if a comparison of the services. See also our fees.
Year-end financial accounts, audit and tax lodgement. Value for money service.
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.
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 |
