Pricing Guide

SMSF Audits (guide only)

Category	Type of Investment	Fee (GST incl.)
A	Cash Only (one account)	$350
B	Listed company shares, widely held trusts, term deposits	up to $650
C	Non-standards investments such as related party transactions, instalment warrants on real estate and artwork etc	up to $770
D	If you are not sure	Fee on application (email us the financial report)

The above is a guide only and we prefer to receive a draft copy of the financial report before providing a quote. We prefer not to categorise fees because it can unfairly apply, and the above should be a guide only of the range of our audit fees. If the audit contains a breach that is required by the ATO to be reported to them, up to an extra $200 incl GST is added for an auditor contravention report and audit qualification depending on the number of breaches and the simplicity of the rectification. (This includes detailed management letter outlining the breach and also advice to the accountants/trustees to rectify the breach).

Establishments ...

1. SMSFs

Trust Deed package for individual trustee $825 incl GST
Trust Deed package with corporate trustee $1650 incl GST

2. Pensions

Per member $495 incl GST

There is a deduction of 10% for the second member on the above package fees.

3. Upgrade of Trust Deeds

SMSF trust deed upgrade to current SIS Law $440 incl GST

Elite SMSF Toolkits

Trustee Admin toolkit -

For Elite Super Clients - Free
For Elite Toolkit only $330 incl GST

Pension Toolkit -

For Elite Super clients - Free
For Elite Toolkit only $330 incl GST

SMSF Audits (guide only)

Establishments ...

Elite SMSF Toolkits

Both packages - $550 including GST.