- Up to 3 bank accounts or term deposits with any bank or credit union
- Bank account or term deposit with any bank or credit union
- Use any broker
- Managed funds
- Investment properties
- Precious metals
- Any other allowable investment
How can Superannuation Warehouse perform SMSF administration at such a low cost?
One way is by cutting out a lot of unnecessary paperwork. You supply us with a soft copy of your bank statement and share trading account statement at the end of the financial year and we load the data into our accounting system and prepare your accounts and SMSF tax return. It’s electronic, it’s paperless, and it’s just one of the many reasons we’re able to offer you the best SMSF service at the most reasonable price.
Where you invest and how you run your SMSF is entirely up to you. Superannuation Warehouse is here to take care of the set up and carry out all the annual administrative functions, i.e. doing the accounts, calculating the tax, arranging for the audit and submitting a tax return for your SMSF, leaving you, as a Trustee of the SMSF, to focus on what to invest in for your long-term retirement benefit.
If you want to use a service providers, choose an Advanced Package ($79). Data in a consistent electronic format means we can offer a full administration service for a low monthly fee.
What is included?
As part of the SMSF setup process, Superannuation Warehouse will apply for an ABN and a TFN. On an annual basis, we prepare your financial statements, take care of your SMSF tax return, and arrange your SMSF audit. All these functions are covered by your fixed monthly fee.
Your annual SMSF audit is carried out by an auditor appointed and paid for on your behalf by Superannuation Warehouse. The audit fee is included in the monthly cost – no extra audit fee is charged. The cost to you is therefore a fixed monthly amount.
This is the best value SMSF package in Australia!