Fund Establishment Kit $330 (Incl. GST)
Fixed fee. Complete SMSF setup package including superannuation deed, trustees consent to act form, minutes of meetings, checklist and much, much, more.
Daily SMSF Administration For Clients $100 per month (Incl. Audits)
Our daily smsf administration services include preparation of financial statements, tax & regulatory return in compliance with the Superannuation Industry Supervision Act 1993, and annual audit for up to 16 Investments (base fee)
Transfer SMSF Administrators $0
Services for existing funds that wish to appoint a new administrator. Includes preparation of financial statements, tax & regulatory return and annual audits. Transitioning to SATO SMSF administration is a seamless progression.
Annual Fund Audit $330 (Incl. GST) (External Clients)
Service for external clients. Includes fund health check, audit and assurance performed on the financial statements and all compliance requirements to ensure your fund maintains its tax concessional status.
Self managed superannuation funds have a range of investment opportunities that are available to professionals investors. Trustees who invest in their own financial education will benefit from the higher return on investment.
- Australian Shares
- International Shares
- Exchange Traded Funds
- Managed Investments
- Residential Property Investment
- Artworks
- Precious Metals
- Commercial Properties
- Derivatives
- Unit Trusts
- Gold Bullion
- Fixed Interest Securities
- Foreign Exchange
- Commodities Trading
Are you a suburban accountant servicing the growing needs of small to medium business owners. If so, self managed super funds may only make up a small proportion of your day to day activities. The superannuation laws are always changing and the platforms to service your clients are ever improving. Do you have the the personnel, time, and information technology platform to deliver the service?
Self managed superannuation funds represent significant opportunities for financial advisers who adapt to the changing financial services landscape. There is a growing need for professional advice and direction from professionals who can add value to client's needs. If you would like to add to your business model but would like to outsource the back office, while at the same time spend more time building rapport with clients, then leverage from our state-of-the-art platform today.
We're always here to help. So if you ever have a question, just get in touch and we'll be on hand to assist. As a valued client you'll get support from our qualified staff members.
Are you a full service broker or online broker? The number of self funded super being established is growing. More importantly, the number of fund wind ups per month have decreased. Self managed super funds have gained significant traction over the years, and is the vehicle of choice for wealth creation. Want to increase your service offerings, but do not have the back office support? Contact our office today and gain access to all the technical know how.