We offer a cost-effective, non-advisory administration, tax agent & specialised compliance service for an attractive flat annual fee.
- Our fees are fixed and extremely competitive, with the assurance of a high standard of services produced.
- Our fees are 100% transparent and there are no hidden costs.
- Enables you to prepare your quote or Statement of Advice with the knowledge our fees are set.
- No limits on how many transactions your clients have.
- No restrictions on the type of bank account they have.
- No restrictions on what investment platforms they use (ie. Xplan, CommSec, E*TRADE).
- No extra fees for property investments or limited recourse borrowing arrangements.
- Transfer of an existing fund is free.
- Low SMSF Set-up fee – includes the required legal documentation, Trust Deed & ABN/TFN Applications.
- No extra fee for pension calculations and set-up.
- No extra fee for assisting to implement strategies for converting SMSFs from accumulation to pension phase.
- No extra fee for Annual PAYG, BAS, IAS preparation & lodgement, or calculations.
- Secure portal available for exchange of documents.
- Includes fulfilling the all-inclusive accounting and taxation requirements, including preparation of the accounts, tax return, liaising with the auditor and lodgement with the ATO.
- Fixed fee for the Actuarial Certificates from an external Actuary.
- Fixed fee for the Audit to be performed by an external Auditor.
Email us for a copy of our pricing schedule.