DIY SUPERFUND ADMINISTRATION
MADE EASY!

ONE MONTHLY PRICE
DIY SUPER FUND ADMIN

PLANS FROM $75 PER MONTH
FREE FUND SETUP

DIY Super Fund

Our SMSF Admin Solutions provide high-value SMSF administration at a discount.. Whether you are an Accountant/Financial Adviser managing significant number of SMSF clients, you will find our solution to be a perfect fit.

We leverage on our superior knowledge and understanding of SMSF as well use of technology to bring to you an efficient and hassle free way to manage your SMSF.

We have been in this space since 1988 (31 years) and now you can benefit even more by letting us do your SMSF administration work while you focus on finer things in life!

Simple To Understand Fees

We do not charge anything extra - our fee is simple to understand as there are no hidden extras. Our fee is fixed this means that your SMSF and investments will not be affected.



Paperless




All our procedures of collecting data for your SMSF is via datafeeds from banks, brokers and platforms. This helps us to keep our fees law by faster and cost effective admin services.



No Investment Restrictions



We do not tell you where you should invest in super - which bank to use and where to borrow and which property to purchase. We do not receive any commissions or pay back from anyone. However if we can help you to save and get value for money - we guide you



Pricing Plan

New DIY Super Fund Setup + 1st Year Fees Starter Investor Pensioner
Seperate business from personal spending
A - Corporate Trustee - ASIC Fee
(ASIC Fees $597 + $110 Printing & Courier fees)
$707.00
$707.00
$707.00
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Corporate Trustee & Trust Deed Set up
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Electronic Service Address (ESA)
Seperate business from personal spending
Appointment of Trustees & Declarations
Seperate business from personal spending
Regulated SMSF Election & ABN, TFN Application
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Investment Strategy Template
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Minutes and Resolutions to Setup fund
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Assistance in Bank Account Setup
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Obtaining Complying status for the fund
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Assistance with Rollover to your SMSF
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Assistance in completing BDBN
Seperate business from personal spending
1st Year Administration Fees - Per Month
(pro-rata for the number of remaining months to June – To be paid in advance)
$55.00
$110.00
$165.00
Seperate business from personal spending
ASIC Compliance – Annual review reminders and all corporate Actions – Cost per Month
Seperate business from personal spending
B - Annual Fee (Inc GST) figure is based on Fund Created in Jan - 6 Months X $55 / $110 / $165
$330.00
$660.00
$990.00
Seperate business from personal spending
C – 1st Year Audit Fees
$330.00
$330.00
$330.00
Seperate business from personal spending
       
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Total Fees Paid for Set up in January $1,336.00 $1,666.00 $1,996.00
Seperate business from personal spending
 
Seperate business from personal spending
Government Fees
Seperate business from personal spending
ASIC Annual Review Fees
$63.00
$63.00
$63.00
Seperate business from personal spending
ATO Supervisory Fees
$259.00
$259.00
$259.00
Seperate business from personal spending
Transfer of Fund from another administrator or 2nd Year Administration Fees Starter Investor Pensioner
Seperate business from personal spending
Monthly Fee (excl. GST)
$75.00
$125.00
$175.00
Seperate business from personal spending
Monthly Fee (Incl. GST)
$82.50
$137.50
$192.50
Seperate business from personal spending
Annual Fee (Incl. GST)
$990.00
$1,650.00
$2,310.00
Seperate business from personal spending
This fee is charged from 1st July to bring accounts up to date of transfer
Seperate business from personal spending
 
Seperate business from personal spending
What is included
Seperate business from personal spending
SMSF Accounting (Preparation of Operating statement, Balance Sheet & Member Statements)
Seperate business from personal spending
Preparation and Lodgement of Annual Income Tax Return of the SMSF
Seperate business from personal spending
Accounting Software License Fees
Seperate business from personal spending
Daily reporting / Bank / Broker Data Feeds
Seperate business from personal spending
Unlimited Queries Via Portal
Seperate business from personal spending
Change Structure of SMSF
Seperate business from personal spending
Annual SMSF Trust Deed Update
Seperate business from personal spending
Financial Advice to Set Up SMSF / Commence Pensions / LRBA / Wind up SMSF's No Financial Advice is offered
Seperate business from personal spending
ASX Listed Shares & Listed Managed Funds 30 50 Unlimited
Seperate business from personal spending
Unlisted Shares & Managed Funds No 10 Unlimited
Seperate business from personal spending
Number of Residential Properties Included No 1 2
Seperate business from personal spending
Members in Pension phase No No Yes
Seperate business from personal spending
Pension Monitoring and TBAR Lodgements N/A N/A
Seperate business from personal spending
Ceasing a Pension - Pension Rollback N/A N/A
Seperate business from personal spending
Pension PAYG Payment Summary N/A N/A
Seperate business from personal spending
Optional Extra Fees
Seperate business from personal spending
Bare Trust (Incl. GST) + Corporate Trustee
$660 + $707 (Current ASIC Fees + Printing)
Seperate business from personal spending
Additional Property (excl. GST) - Residential Cost Per Month N/A
$10.00
$10.00
Seperate business from personal spending
Additional Property (excl. GST) - Commercial Cost per Month -- Incl. Quarterly BAS N/A
$20.00
$20.00
Seperate business from personal spending
ASIC Compliance – Annual review reminders and all corporate Actions – Cost per Month
$10.00
$10.00
$10.00
Seperate business from personal spending
Lump-sum (Incl. GST) – Incl. TBAR
$220.00
Seperate business from personal spending
Fund Wind up's in Addition to Monthly Fees
$660.00
Seperate business from personal spending
Contravention Lodged by Auditor ACR (Incl. GST)
$220.00
Seperate business from personal spending
Property Valuation Reports and Title Search Fees for Audit (Optional) On Cost
Seperate business from personal spending
Accounting & Tax Returns for Related Trusts 13.22C (Optional Service) On Quotation
Seperate business from personal spending
QS Report (If required) for Depreciation On Quotation
Seperate business from personal spending
Crypto Currency Reconciliation On Cost
Seperate business from personal spending
 
Seperate business from personal spending
Commencing Pension (Incl. GST) - Per Pension N/A N/A
$220.00
Seperate business from personal spending
Actuarial Certificates N/A N/A
$99.00
Seperate business from personal spending
Accountant Letter (Incl. GST) for SMSF loans
$55.00
Seperate business from personal spending

Engage Us

It is very easy to engage us, simply register with us online and get started.

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About Us

Manoj Abichandani

Manoj has worked in SMSF space for over 25 years, first as an SMSF specialist advising over 600 funds with a CPA firm and later as an SMSF auditor. He develops and lectures on strategies which are practical and enhances retirement benefits of trustees. He has been working for the last 6 years in writing and developing online SMSF audit software - Australia's first SMSF auditing tool.

Ensuring the highest level of customer satisfaction

We are a Sydney based two partner firm which offers and delivers innovative business solutions. Through access to our firm's online portal and technical SMSF services, SMSF administrators, accountants and trustees are able to meet their SMSF administration and reporting requirements. We ensure you get most up to date real time access to your SMSF data in order to make timely decisions as well fulfilling compliance and reporting requirements.

We employ a successful team of CPA's and CA's who are SMSF Specialists especially trained to value the needs and preferences of each customer. Clients’ satisfaction is of the highest priority. This is the goal that we pursue. Just try our services once and we guarantee that you will satisfied with our expertise.

Delivering solutions that drive business results

We have a team of SMSF Specialists led by two partners with combined experience in SMSF space of over 100 years. We are technology driven and are capable to handle SMSF administration and advice for several thousand SMSF in one year. We have created a cross-border business model by pursuing innovative online solutions to help Australian SMSF administrators, accountants and Trustees.

Engage us

It is very easy to engage us, simply register with us online and get started.

learn more

Benefits

Real Time Access

Our systems provide you real time access to the information as well as keeping you up to date on the critical financial and reporting information about your SMSF

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SMSF Support

Leveraging on our experienced and knowledgeable team of tax advisers, you can rely on our expert support team with your most pressing queries. We are there to help you at every step of the way. We develop strategies so that your SMSF is more effective.

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Trusted Advisers

Our advisers are one of the most experienced in the SMSF space with over 25 years of relevant experience.

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Superior Documentation

You will have access to admin documents including Actuarial Certificates, Commencement of Pension documents etc for No additional

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Prepare SMSF Accounts and Income Tax Returns

This is the only thing we do - hence have to do it well.

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Provide SMSF Strategic Advice

We are a specialist SMSF admin firm and the principles hold a Limited AFSL license in SMSF

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Set Up SMSF

Over the last 14 years, we have set up over a large number of SMSF's. Perhaps over 10% of funds in Australia use our deed including those funds who have updated their funds deed to ours

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Takeover Previous Years work

Many a times, you are busy with your accounting work or if you are a financial planner, this is not your business,. We are here to assist in completing all prior years outstanding returns.

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FAQ

It is very easy to establish a new SMSF on our website. Please go to the link www.discountsmsfadmin.com.au/newsmsf to start the process.

Contact Information

Address:

SMSF Financial Services Pty Ltd.
Suite 3.04, Level 3, 29-31 Solent Circuit, Baulkham Hills, NSW - 2153

Phones:
Telephone:
+61 2 9638 4081

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It is very easy to set up new SMSF, simply click on below button and fill the details.

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