SMSF Accounting fees.
Nothing more to pay unless additional services are required.
$1650
per financial year
Preparation of annual Profit and Loss Statements
Preparation of annual Balance Sheet
Preparation of annual Member Statements
Preparation of annual Detailed Investment Reports
SMSF annual Tax Return
Preparation of annual Trustee Resolutions and Minutes
General technical advice and guidance
Additional services that may be required:
Audit by external Independent Approved SMS Auditor +$550
Actuarial Certificate Fees +$165
SMSF with more than 4 members +$385
SMSF paying pension/ income stream (charge once regardless of the number pension accounts or number of members in pension phase) +$285
Monthly administration and bank reconciliation of SMSF's transaction data + $350