Self managed superannuation funds (SMSF)
The lowest tax environment in the entire Australian tax system
This might be right for you if your balance is >$500,000 or you want to invest in a specific asset (Real Estate, Crypto, Private Businesses) or if you want greater flexibility and control over your super rather than delegating to an unknown fund manager in a Retail Fund.
Got more going on than just your average?
Property Investors
Started an empire recently? We’ve got your back
Even though property taxes are some of the most time-consuming and record-intensive activities, they are for this same reason one of the most beneficial tax-wise. We can help you make sure you’re keeping compliant, while utilising some of the best known tax advantages around.
Shares & Crypto
Delving into the world of wealth-building through shares and/or crypto?
You’ll no doubt have heard of the dreaded Capital Gains Tax (CGT)…
Not to fear! We can take care of this for you, while making sure you keep yourself squeaky clean in the eyes of the tax man. All you need to do is keep a few simple documents on hand to provide to us each year, and this will be a breeze… for you. For us it’ll be mountains of fun!
Pricing - Self Managed Superannuation Funds (SMSFs)
RNN
Standard SMSF Annual Report & Income Tax Return
Audit
Term Deposits & Cash
Listed Investments <10
Listed Investments >10
ETFs & Managed Funds <10
ETFs & Managed Funds >10
Unlisted Investments
Bullion & Collectables
Investment Property No LRBA
Investment Property + LRBA
Crypto - Basic
Crypto - Complex
TBAR
SETUP
KYC Checks, SMSF, Trustee Company, ESA Enrolment & Rollover
KYC Checks, Bare Trust, Trustee Company
$165.00
$1,100.00
$550.00
$330.00
$330.00
Hourly Rate
$660.00
Hourly Rate
$550.00
$550.00
$555.00
$880.00
$880.00
$1,320.00
$330.00
$3,300.00
$2,695.00
Per Return
Per Return
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
Starting From
(All the above amounts are GST Inclusive)
