Essential Plan
$
1,650
Per Financial Year
-
Ongoing administration and reconciliation of SMSF's transaction data
-
Monthly Bank Reconciliation
-
Preparation of annual Profit and Loss Statements
-
Preparation of annual Balance Sheet
-
Preparation of annual Member Statements
-
Preparation of annual Detailed Investment Reports
-
SMSF annual Tax Return
-
Preparation of annual Trustee Resolutions and Minutes
-
General technical advice and guidance
-
Audit by external Independent Approved SMSF Auditor +$550
-
Actuarial Certificate Fees +$165
-
SMSF with more than 4 members +$385
-
SMSF paying pension/ income stream (charge once regardless of the number pension accounts or number of members in pension phase) +$285