Annual Fee Inclusions

Our fixed-rate annual fee ensures you receive comprehensive support for your Self-Managed Super Fund (SMSF) from us. The following services are included in our annual fees:

1. Annual tax return preparation
2. Financial statements
3. Investment summary reports
4. Investment income reports
5. Member statements
6. External audit
7. Tax return lodgment
8. ESA & BGL Simple Fund 360 software (Basic version)
9. Phone/email support for your queries

These services are specifically tailored to streamline your SMSF compliance process and maintain your overall compliance.

What’s Not Included in Our Annual Fee:

While our annual fee covers a broad range of services, certain items are excluded as they involve third-party service providers and additional work:

1. Superannuation Levy: Charged by the ATO.
2. ASIC Annual Review Fee: Applicable if you have a corporate trustee.
3. Actuarial Certificate: Required for those with both accumulation and pension accounts after retirement.
4. Pension Setup and TBAR Lodgment.
5. Changing Trustees,  Adding or Removing Members.
6. Windup of the SMSF or bare trust.
7. Asset Segregation.
8. Other services not included in our annual costs.

For a detailed breakdown of our fees, please refer to our fee schedule. Our transparent fee structure ensures clarity on what is covered, supporting your financial needs with confidence.