What's included in our fees (and what's not)?

Our monthly ongoing fees include the following:

  • Keeping the SMSF accounts up to date throughout the year
  • Preparation of the end of year accounts and SMSF annual return
  • Independent audit of the fund (conducted by our chosen independent auditors)
  • All software licence fees
  • Basic pension establishments (and TRIS re-boots)
  • Ongoing technical support to the adviser

 

Certain other services are NOT included in our monthly fees:

  • Actuarial certificate fees which are to be paid by the Client or Practice directly;
  • Personal financial product advice to the Client or the Practice; or
  • Consulting fees provided to the Practice;
  • Additional Auditor fees levied when an Auditor Contravention Report is required to be lodged for a Client;
  • Property valuation or rental appraisal fees for Clients that utilise direct property investment;
  • ASIC search or company extract fees when an annual statement where required cannot be provided by the Practice;
  • Pension commencement or commutation documentation that is complex, tailored or customised to the Client;
  • Provision of any legal documentation including SMSF trust deeds, deeds of amendment, change of trustee documentation, company constitutions or estate planning documents including binding death benefit nominations
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