Fixed monthly fee
Predictable monthly billing — never a percentage of your balance, never per-transaction.
Independent audit included
Coordinated annually with an ASIC-registered third-party auditor — fee included, no separate invoice.
No surprise charges
No per-asset, per-transaction, or per-document fees. The price you sign up for is the price you pay.
What annual SMSF administration covers
- Annual financial statements and member statements
- SMSF Annual Return preparation and lodgement with the ATO
- Independent audit by an ASIC-registered SMSF auditor (included in fee)
- Pension support: minimum drawdown calculations and TBAR lodgements
- Ongoing trustee support and answers to your SMSF questions
- Coordination with the ATO on lodgements and any correspondence