Smsf Packages
Bronze Fund Package
Our starting package is the well priced Bronze SMSF Care Service. Limited investment options, but suited to most SMSF Trustees
$1,100
Silver Fund Package
The Silver package, provides a ATO & ASIC mailhouse services. Transaction report and assistance, discount documents and services, plus more investment options.
$1,550
Gold Fund Package
The Gold package, provides the greatest investment choice. Free SMSF Deed updates, investment strategy and crypto and SMSF guidance. Proactive phone and email support, priority tax work.
$2,550
| Setup Services | Bronze Fund Package | Silver Fund Package | Gold Fund Package |
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Corporate Trustee Company |
$880 (once only) |
$880 |
$880 (once only) |
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SMSF Trust Deed |
Included |
Included |
Included |
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Transfer of an existing SMSF |
$220 |
$220 |
$220 |
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ABN/TFN Application |
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Bank Account Setup |
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Super Rollovers |
Email Instructions |
MyGov Guidance |
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Support |
Chat, Email |
Phone, Email, Chat |
Phone, Email, Whatsapp, Chat |
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Property Listings |
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Investment Strategy update |
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Reitrement / Debt Calculators |
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Dividend reporting |
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Online Access & Tools |
Online Storage |
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SMSF Mailhouse |
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BAS Services*** |
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$150 (annual fee)*** |
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Other Fees (Optional) |
$110 |
$110 |
$110 |
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Support |
1-2 days (Email) |
1-2 days (Email) |
1-2 days (Email) |
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Newsletter |
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| Investments | Bronze Fund Package | Silver Fund Package | Gold Fund Package |
|---|---|---|---|
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Crypto Currency |
* Max. 300 trades in AUD only |
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Cash |
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Staking |
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ASX Listed Securities |
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Exchanged Traded Funds (ETF's |
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ASX Listed Options |
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Mining Rigs |
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Australian Contracts for Difference (CFDs) |
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Managed Funds |
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Foreign Exchange (FX) |
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Investment Property (residential) |
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Commercial Property |
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Investments in Private Companies or Private Trusts |
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Investments in Overseas Property |
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Investments in Collectables |
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Gold, Platinum & other Metals |
*only if an independent vault provider is selected |
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Bots |
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MINIMUM TERM |
24 months |
12 months |
12 months |
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Annual Administration Fee (includes Accounting & Auditing)*** |
$1,100 |
$1,550 |
$2,550 |
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Keep in touch
Call or Email Us to Discuss
your Needs
Keep in touch