Did you know there is over $2 trillion sitting in superannuation funds? Are you in control of yours? It’s a complex area that is constantly changing in policies. We assess the opportunities available for you and your situation, and then devise the most tax effective solution. The administration and compliance factors can be taken care of too. Allow your investments to work harder towards your retirement.
Accounting Packages
Upfront, fixed-free pricing. No surprises here.
Light
From $135+ GST per month
- Basic super fund with minimal investments and transactions.
- 1 hour kick-off meeting
- Annual financial statements
- Annual tax return
- Annual tax planning
- Phone and email support
- SMSF Audit
- 0-10 Investments
Medium
From $275+ GST per month
- Reasonable number of investments and transactions.
- 1 hour kick-off meeting
- Annual financial statements
- Annual tax return
- Annual tax planning
- Phone and email support
- SMSF Audit
- 10-30 Investments
- Pension administration (If applicable)
Heavy
From $550+ GST per month
- Substantial investments and transactions, likely in pension and multiple member accounts.
- 1 hour kick-off meeting
- Annual financial statements
- Annual tax return
- Annual tax planning
- Phone and email support
- SMSF Audit
- 30+ Investments
- Pension administration (If applicable)
- Quarterly management reports
- Half yearly review meeting
- Full administration
- Estate planning review
- Asset protection review
Testimonials
Proudly Serving Hundreds Of Happy Clients
We have shown hundreds of individuals and businesses how to achieve their goals in business, family and life.