You should know the fee before the work starts.
Three tiers, published. Every one includes your independent audit and the ATO annual return, and the fee is agreed before we begin.
- Chartered Accountants
- Registered tax agent
- Independent audit included
What your fund costs to run
The tier depends on what the fund holds, not on how big it is.
Listed shares, ETFs, managed funds and cash, with data feeds. Accumulation phase.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Members in pension phase, one property, or unlisted investments.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Borrowing (LRBA), multiple properties, crypto or related-party arrangements.
- Financial and member statements
- Independent audit
- Annual return lodged
- Named accountant, two-day replies
Year-round keeps your fund's balances and contributions visible all year rather than after it ends. All fees are GST inclusive and include your independent audit and the ATO annual return.
What the fee does and does not cover
Included
- Financial statements and member statements
- The independent audit, arranged with a separate registered SMSF auditor
- The SMSF annual return, lodged with the ATO
- Investment reconciliation and data feeds in Simple Fund 360
- Pension documentation where a member is drawing a pension
- A named accountant, with replies within two business days
Quoted separately
- Fund establishment, including the trust deed and the corporate trustee
- Bringing overdue years up to date
- LRBA and bare trust documentation
- ATO reviews, audit contraventions and rectification work
- Wind-up of a fund
Fees are GST inclusive. Where a fee is shown as "from", the final figure is confirmed in writing before any work starts.
Thinking about changing SMSF accountants?
Get the SMSF Switch Checklist. It sets out the steps, the documents and the timing, so you can change accountants without missing a lodgement.
Your fund should never be an afterthought.
Book a 15-minute call. We'll tell you what your fund costs to run with us, before you commit to anything.