Administration

Self-managed superfunds are small superfunds with four members or less. Our costs for administering SMSF and preparing the tax returns are :

Opening fund balance Cost for preparing tax return and financial reports
under $500,000 $400 (excl GST)
$500,000 to $1,000,000 $550 (excl GST)
$1,000,001 to $3,000,000 $750 (excl GST)
more than $3,000,000 $1,000 (excl GST)

Administration services include data entry, calculation of notional tax, updating market values of investments and producing monthly reports. 

There is no restriction to which bank you use or which stock broker you are with. Unlimited transactions, unlimited investments. You can have 5 shares or 50 different shares in your portfolio, be trading 5 times a year or 5 times a day. You can have artworks and collectables in your SMSF. The accounting fees are flat.

Funds with pension and accumulation accounts but unsegregated assets need an actuarial certificate. An acturial certificate costs an additional $110.00. For example fund balance under $500k, $400 + $110 = $510

These fees do not include audit fees. Audits are performed by an independent auditor selected by us or your own auditor.

Setup fees for new SMSF are described in detail under the FEES webpage. Click here.

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Chartered Accountants

Jimmy CK Chong is a Chartered Accountant & registered tax agent. Contact him via:
Tel : 08 9440 0871
Mob : 0433 117 110
Email : jchong@superfund.me

General advice Warning

The contents of this website are of a general nature and does not take into account your financial goals, current financial position and needs. If this website refers to a financial product, you should read the Product Disclosure Statement (PDS) of the product provider. If you decide to buy any financial product mentioned on this website, you should first seek a Financial Adviser for help. "ME Superfund Tax & Audit" does not sell any financial products such as insurance, investments and financial advice. We only offer one of Australia's cheapest SMSF tax agent services and superfund audits. The purpose of this website is to provide information that will educate readers about Self-Managed Superannuation Funds (SMSF) and to help them setup their own DIY superfund.

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