Packages and Pricing*
We have one simple option when it comes to how we charge. There are no complex fee schedules to work through.
Transfer your SMSF to Lifetime
Please note that the fees quoted above are required to be paid monthly via a direct debit arrangement. All other applicable costs will be invoiced at the time of the expense.
* All prices include GST. Prices are indicative, please refer to the applicable package fee schedule for full details
** The cost of documents purchased is not included in the package fee
*** ASIC fees are not included in the package fee
^ Package Prices are quoted annually but are paid via monthly direct debit
Our Services Explained
Every SMSF is required to prepare annual financial statements and it is just one of the things we take care of for you.
Our Investment Strategy template and Checklist has been reviewed and approved by one of Australia’s leading SMSF Auditors to help our clients comply with ATO requirements.
With over 40 years’ experience working with SMSF Trustees, our team is on hand to assist with any SMSF compliance inquiries. No call centres or chatbots, just real qualified Australian Accountants.
We have partnered with Best Practice SMSF to provide relevant SMSF education and information to our clients. Part of this service includes a Quarterly Newsletter.
Rather than getting your queries or questions at the end of the year, we can send you queries at the end of each month meaning we can rectify any compliance issues quickly before it gets to the auditor.
We also prepare and lodge your SMSF Annual Return and any Business and/or Instalment Activity Statements, Annual PAYG Payment Summary and PAYG Payment Summaries required.
If you need an actuarial certificate we arrange that too.
We work directly with a specialist SMSF legal firm who provides us with all our SMSF legal documents. As your Document Agent we help make the process of obtaining legal document easy.
As ASIC Agent we manage the corporate compliance for any companies associated with your SMSF including the corporate Trustee.
On our Ultimate package we can process your SMSF’s transactions daily via data feeds. This helps identify compliance issue quickly and makes the annual audit process simpler.
BGL Engage App
We have partnered with BGL to provide an app that allows you to view investment holding, contribution and pension dashboards and manage queries.
We co-ordinate the annual SMSF audit of your SMSF with one of the independent SMSF audit businesses from our panel of Auditors.
An important part of your Trustee responsibility is the retention of information. Our Records Service assists you by storing and maintaining electronic copies of your important SMSF documents.
Why waste your time gathering documents when we can get them directly? Use our mailbox service to have all of your source documents sent directly to us for safe keeping.
In some circumstances, interim balances are needed and our service can action these requests when required.
Please refer to the above comparison table for which services are included for each package
In addition to the package fees, there may be additional costs that arise whilst running your SMSF, including:*
* These are common possible additional costs that may arise during the running of your SMSF. For a full list of fees please contact us.