SMSF & Portfolio Packages
SMSF & Portfolio Packages
| Minimum Package | SMSF | Minimum Package | Investment Portfolio |
| Monthly pricing
(including GST) |
From $335 * |
Monthly pricing
(including GST) |
From $295* |
| SMSF Annual Financial Statements |  |
Trust Annual Financial Statements | |
| SMSF Income Tax Returns | |
Trust Income Tax Returns | |
| SMSF External Audit | |
||
| Annual review and strategy meeting, in person, phone, Skype | |
Annual review and strategy meeting, in person, phone, Skype | |
| Secure client login access | |
Secure client login access | |
Additional Features |
Additional Features |
||
| Corporate Secretarial | |
Corporate Secretarial | |
| ASIC lodgement | |
ASIC lodgement | |
| Access to us by phone and email | |
Access to us by phone and email | |
| Record keeping processes | |
Record keeping processes | |
| Regular newsletters and alerts | |
Regular newsletters and alerts | |
| Connect with us via our social media | |
Connect with us via our social media | |
| Optional features for an additional monthly amount $90 per month* |
Add $90 | Optional features for an additional monthly amount $90 per month* |
Add $90 |
| BAS preparation and lodgement | |
BAS preparation and lodgement | |
| Tax planning and projections | |
Tax planning and projections | |
| Tax planning meeting via phone or Skype | |
Tax planning meeting via phone or Skype | |
| Minimum Package :- SMSF | |
| Monthly pricing
(including GST) |
From $335 * |
| SMSF Annual Financial Statements | |
| SMSF Income Tax Returns | |
| SMSF External Audit | |
| Annual review and strategy meeting, in person, phone, Skype | |
| Secure client login access | |
Additional Features |
|
| Corporate Secretarial | |
| ASIC lodgement | |
| Access to us by phone and email | |
| Record keeping processes | |
| Regular newsletters and alerts | |
| Connect with us via our social media | |
| Optional features for an additional monthly amount $90 per month* |
Add $90 |
| BAS preparation and lodgement | |
| Tax planning and projections | |
| Tax planning meeting via phone or Skype | |
| Minimum Package :- Investment Portfolio | |
| Monthly pricing
(including GST) |
From $295* |
| Trust Annual Financial Statements | |
| Trust Income Tax Returns | |
| Annual review and strategy meeting, in person, phone, Skype | |
| Secure client login access | |
Additional Features |
|
| Corporate Secretarial | |
| ASIC lodgement | |
| Access to us by phone and email | |
| Record keeping processes | |
| Regular newsletters and alerts | |
| Connect with us via our social media | |
| Optional features for an additional monthly amount $90 per month* |
Add $90 |
| BAS preparation and lodgement | |
| Tax planning and projections | |
| Tax planning meeting via phone or Skype | |
