- Preparation of all the annual reporting requirements including: Statement of Financial Position, Profit & Loss Statement, Member Statements, Investment Reports, Trustee Resolutions & Minutes, Annual Return, and Independent Audit.
New SMSF Establishment
- We attend to every requirement to establish your SMSF including providing you with the Trust Deed and other legal documents and attending to registration with the ATO.
- *Setup fee is $0 if you choose Individual Trustees, if you require us to setup a Company to be trustee of the SMSF then a fee of $599 applies.
BGL Simple Fund Conversion
- We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.
- Price includes ASIC Lodgement Fee of $479. Our package includes:
- * Consent to act as Director* Consent to act as Secretary* Application for Shares* Minutes of a Meeting of Directors* Share Certificates* Consent to Act as Public Officer* Notice of Appointment of Public Officer* Constitution* Certificate of Registration — which shows the ACN (Australian Company Number), the date of registration, and the registered company name* An Establishment Kit explaining what to do next
- Documents uploaded to our client portal or emailed to us are included in our annual yearly fee. If however documents are posted to our office there is an additional $55 fee to cover the cost of scanning, processing and return postage.
Deed Variation Or Fund Changes
- Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions.
- Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.
- A one off establishment fee for documentation to commence an ABP or TRRP. Just Superfund will provide a comprehensive package inclusive of:
- * Minimum Pension Calculations* Maximum pension calculations (TTRP only)* Draft Minutes* PAYG Withholding Registration (Fund member is under 60 years of age)* Tax File Number Declaration (Fund member is under 60 years of age)* Advice of PAYG Withholding Tax (Fund member is under 60 years of age)* Product Disclosure Statement* Pension Agreement
Taxation Advice & Strategies
- Please contact us to discuss tax minimisation strategies specific to your situation.