Services
We provide a start to finish service so you can focus on building your investments!
New SMSF Set Up
We will help you with every aspect of the set up process.We will explain it all to you, we will register everything that needs to be registered, and we will provide you with everything you need to get a bank account set up. There are no restrictions on which bank. broker or financial planner you can use.
Existing SMSF Processing
If you already have a SMSF but want to have us start taking care of it, let us know. We will get you set up in our system and make things easy for you by contacting your former accountant to collect all of your old records directly. Then you can start taking advantage of the befreesuper service!
Complete Tax and Compliance
We will handle all elements of your taxation and compliance work for the SMSF.
This means:
• Annual Accounts
• Tax Returns
• All member reports
• All other compliance documents
Facilitation of Independent Audit
We liase with the independent auditor on your behalf to get your SMSF audited from panel of our auditors
Completely Independent
We are not associated with any bank, broker or financial planner. We are accountants only so we don’t give you financial advice and we don’t limit you to a certain type of investment. That means, you can invest how YOU want to. And if you want to find out whether a specific investment is compliant, we will help you at NO EXTRA COST.
Completely Independent
We are not associated with any bank, broker or financial planner. We are accountants only so we don’t give you financial advice and we don’t limit you to a certain type of investment. That means, you can invest how YOU want to. And if you want to find out whether a specific investment is compliant, we will help you at NO EXTRA COST.
We answer your questions
Superannuation and tax can be complicated, so every now and then you might have questions. Forget about having to pay extra to get these questions answered – it’s included in the service. All you need to do is send through an email or give us a call. We already know the answers so we’re more than happy to help our clients.
Complicated Situations
We can handle any SMSF situation regardless of the size, number of transactions or complexity. Speak to us. We can help – and we don’t charge extra just because your fund is complicated!
Fixed Fees
Our fixed monthly fee is $150 plus GST irrespective of the number of transactions, size of your SMSF or the number of members. It doesn’t even matter if you have complicated investments or a pension. And we even include the independent audit!
We will answer all your questions at no obligation to you.
Whether you have an existing SMSF or need help in setting up a new fund, we will be more than happy to help.
