Fixed Fee Compliance Packages for Self Managed Super Funds


Helping to save for your retirement

Offload some of the burden of managing your Self-managed Superannuation Fund – let us help with your trustee administration and reporting obligations. Perfect for SMSF’s in Accumulation Phase, our fixed fee compliance packages are set and forget – leaving you time to focus on maximising your contributions and investment opportunities.

All work is performed in Australia by suitably qualified locals, and Taxology Accountants is an Australian owned and operated business. We aim to source the majority of our suppliers locally and do not outsource your SMSF administration and reporting work to offshore suppliers. This means that the bulk of fees that you pay remain in Australia, circulating multiple times within the local economy – helping to secure the your own future.

We have a selection of preconfigured packages available below tailored to suit the needs of many SMSF trustees – follow the links below for further information and subscription details.

Need to report quarterly activity statements or have a more complex SMSF setup? Simply contact us to discuss your situation and we can provide you with a quote on a customised solution to suit your needs.

 

Fixed fee SMSF Annual Compliance Subscription Package Options

 

Lite
per month
$59
Suitable for fixed interest investors
Self-managed Superannuation Fund
(SMSF)
Annual Compliance Pack
- Lite
Preparation of Annual Financial Accounts
Annual Compliance Audit Included
Preparation and Lodgment of Annual Return
*conditions apply
More info
Basic
per month
$95
Suitable for managed fund investors
Self-managed Superannuation Fund
(SMSF)
Annual Compliance Pack
- Basic
Preparation of Annual Financial Accounts
Annual Compliance Audit Included
Preparation and Lodgment of Annual Return
*conditions apply
More info
Investor
per month
$149
Suitable for direct share investors
Self-managed Superannuation Fund
(SMSF)
Annual Compliance Pack
- Investor
Preparation of Annual Financial Accounts
Annual Compliance Audit Included
Preparation and Lodgment of Annual Return
*conditions apply
More info
Pro Investor
per month
$195
Suitable for wrap account investors
Self-managed Superannuation Fund
(SMSF)
Annual Compliance Pack
- Pro Investor
Preparation of Annual Financial Accounts
Annual Compliance Audit Included
Preparation and Lodgment of Annual Return
*conditions apply
More info
Active Investor
per month
$249
Suitable for derivative investors
Self-managed Superannuation Fund
(SMSF)
Annual Compliance Pack
- Active Investor
Preparation of Annual Financial Accounts
Annual Compliance Audit Included
Preparation and Lodgment of Annual Return
*conditions apply
More info