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
Corporate Trustee
Company
$990(once only)
$990
$990 (once only)
SMSF Trust Deed
Included
Included
Included
Transfer of an existing
SMSF
$220
$220
$220
ABN/TFN Application
Bank Account Setup
Super Rollovers
Email Instructions
MyGov Guidance
Support
Chat, Email
Phone, Email, Chat
Phone, Email, Whatsapp, Chat
Property Listings
Investment Strategy
update
Reitrement / Debt
Calculators
Dividend reporting
Online Access & Tools
Online Storage
SMSF Mailhouse
BAS Services***
$150 (annual fee)***
Other Fees (Optional)
$110
$110
$110
Support
1-2 days (Email)
1-2 days (Email)
1-2 days (Email)
Newsletter
Investments Bronze Fund Package Silver Fund Package Gold Fund Package
Crypto Currency
* Max. 300 trades in AUD only
Cash
Staking
ASX Listed Securities
Exchanged Traded Funds (ETF's
ASX Listed Options
Mining Rigs
Australian Contracts for
Difference (CFDs)
Managed Funds
Foreign Exchange (FX)
Investment Property
(residential)
Commercial Property
Investments in Private
Companies or Private Trusts
Investments in Overseas
Property
Investments in Collectables
Gold, Platinum & other Metals
*only if an independent vault
provider is selected
Bots
MINIMUM TERM
24 months
12 months
12 months
Annual Administration Fee
(includes Accounting
& Auditing)***
$1,100
$1,550
$2,550
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Keep in touch

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your Needs