SMSF Tax

SMSF Tax Accountant Perth

SFA prepares your SMSF TAx Annual financial statements and Fund Tax Return and arranged to be audited externally before lodging your return. We do not conduct SMSF audit on funds under our administration.

Our SMSF tax accounting services are as follows

  • <50 transactions $900 inc Gst annually
  • 50 150 transactions $1200 inc Gst annually
  • > 150 transactions $1500 inc Gst annually

* excludes external SMSF audit fee $399-$660 and actuarial fee $132-$176 for funds with tax exemption.

Ongoing Administration Services

  • New pension set-up per member $150
  • Annual pension minimum and maximum per member $100
  • Rollovers
  • Lump-sum withdrawals
  • Rollouts
  • Wind-ups
  • Change of trustee(s)*
  • Updating of trust deed*
  • Changes to investment strategy
  • Minutes*
  • Segregation of fund assets*
  • Annual Asic Corporate trustee fee $46 annually

* charges varies depending on trustee requirements

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