Our Fees
We have been servicing the SMSF industry in Australia for over 20 years. Specialising in only SMSF, we deeply understand the SMSF industry, trustee needs and obligations. We have qualified SMSF financial advisors and qualified SMSF accountants to ensure you can focus on investing while we take care of the administration, accounting and compliance.
Many of our clients have been with us for several years, with new clients transferring from small accounting firms who do not specialise in SMSF.
Book a free consultation today to experience the SuperHelp SMSF difference.
Accumulation Phase
Annual Administration & Compliance
$1950 /incl. GST
- Expert SMSF Client Service Support
- Annual administration & accounting
- Transition from other accountant
- Preparation of SMSF Annual Balance Sheet
- Preparation of P&L statements
- Preparation of Member Statements
- Preparation of Trustee Resolutions and Minutes
- Annual BAS lodgment
- Quarterly BAS lodgment
- Corporate Registry Management with ASIC
- Prepare workpapers for SMSF Audit
- Arrange and complete independent audit report
- No restriction on investments, banks or trading platforms – exception to Crypto (see below)
- Up to 6 members
- Digital Signing of Tax Return
- Secure Cloud Storage
- Automated Bank Feeds
- Pension Setup
- Pension maintenance
- TBAR
Pension Phase
Annual Administration & Compliance
$2450/incl. GST
- Expert SMSF Client Service Support
- Annual administration & accounting
- Transition from other accountant
- Preparation of SMSF Annual Balance Sheet
- Preparation of P&L statements
- Preparation of Member Statements
- Preparation of Trustee Resolutions and Minutes
- Annual BAS lodgment
- Quarterly BAS lodgment
- Corporate Registry Management with ASIC
- Prepare workpapers for SMSF Audit
- Arrange and complete independent audit report
- No restriction on investments, banks or trading platforms – exception to Crypto (see below)
- Up to 6 members
- Digital Signing of Tax Return
- Secure Cloud Storage
- Automated Bank Feeds
- Pension Setup
- Pension maintenance
- TBAR
Additional SMSF Services
| Services | All Fees (Incl. GST) |
|---|---|
| SET UP | |
| Setup SMSF (Individual Trustee) | $325 Incl. GST |
| Setup SMSF (Corporate Trustee) | $1250 Incl. GST |
| Existing fund – Setup Corporate Trustee (includes $512 ASIC fee) | $ 880 Incl. GST |
| Update Trust deed | $ 270 Incl. GST |
| Change of Trustee | $ 450 Incl. GST |
| Custodian/Bare Trust deed | $ 550 Incl. GST |
| Members Loan agreement | $ 550 Incl. GST |
| Set up Custodian Trustee | $ 880 Incl. GST |
| Other Administration | |
| Actuarial Certificate – Unsegregated Pensions | $ 220 Incl. GST |
| EOY transfer from another Accountant | FREE |
| Winding up fee | $ 330 Incl. GST |
| Audit Only Service | |
| Audit Only | By Referral |
| Other related services | |
| Separating Member Assets (Segregated account) | $ 500 Incl. GST |
| Lodge NIL Tax Return (Credit setup fee) Ref: Policy_Credit | $ 150 Incl. GST |
| Prepare Centrelink Schedule for Pension | $ 150 Incl. GST |
| Any other activity or service – minimum half hour | $ 220 per hr Incl. GST |
| Cryptocurrency (Australian based exchanges only) | $ 550 Incl. GST (additional to annual fee) |
| Licensed Advice- strategic investment, contributions, pension, wind up | By Quote Incl. |
| Investment Advice | By Referral |
Contact Us
SuperHelp is located in Macquarie Park, NSW however we work with clients all around Australia.