SMSF SETUP

Free*
  • Setup Documents
  • ATO Declaration Form
  • Trust Deed – including new changes in superannuation laws
  • Standard SMSF Investment Strategy Documents
  • ABN, TFN & GST Registration

*The service is free for setting up SMSF with up to six individual trustees only.

The trust deed is compliant with superannuation law and provides

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Transfer to Superfund Works

Free
  • Hassle Free Transition
  • No Transition Fee
  • Complementary health check with a qualified financial planner worths $500
  • Competitive Pricing
  • Web-base communication
  • One Working Day Response
  • Easy transfer
  • Quality Assurance

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SMSF ANNUAL COMPLIANCE

$759*Per Annum
  • Annual Balance Sheet Preparation
  • Annual Profit & Loss Statement
  • Preparation and Lodgement of an Annual Income Tax Return
  • Annual Member Statements
  • Annual Trustee Resolutions & Minutes
  • Preparation of an annual Audit
  • Free trust deed check

*GST inclusive amount for the first year of establishement and $990 (GST Inclusive) for the future year onwards.

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Competitive Pricing For All SMSF Services

Actuarial certificate

For just $139

Death Benefit Agreement

Just $95

Trust Deed Update

Just $219

SMSF Change of Trustee

From $231

SMSF Wind Up

Just $329

SMSF Audit

Just $330

Disclaimer:

Superfund Works is a no advice model and does not provide financial, legal or tax advice to clients. We recommend you seek appropriate professional advice in view of your personal circumstances.