GET ADMINISTRATION DOCUMENTS FOR FREE!

PLANS STARTING
FROM $137.5 PER MONTH

Why Use Us

Discount SMSF Admin has been set up with the simple objective in mind; providing trustees, accountants, financial planners a better way to manage SMSFs.

When we say better way, we mean it. We have leveraged on our superior knowledge and understanding of SMSF as well use of technology to bring to you an efficient and hassle free way to manage your SMSF.

With increasing focus on regulatory compliance and real-time reporting, it is important that you use specialist firms who understand the intricacies involved in making sure your SMSF remains fully compliant and issues, if any, get highlighted in a timely manner so you can address them. We have been in this space since 1988 (31 years) and know all about the issues you face in managing your SMSF.

When you become our client, we give you a dedicated online portal access where you can view, update and manage all the information relating to your SMSF.

We also provide phone, email and chat support from within the portal so you can be rest assured that all your technical and not so technical queries are addressed promptly.

Simple Fees Structure


We do not charge anything extra - our fee structure is transparent and simple to understand with no hidden charges. Our fixed fee means that you know your costs upfront and it has no bearing on returns you generate on your investments in SMSF.



Expert Knowledge


We are a team of tax agents and financial advisors and have great expertise in dealing with complex superannuation issues. With the recent changes in the superannuation space, it is all the more important that you deal with professionals who have an depth knowledge to navigate you through the process and make sure you have the right guidance managing your SMSF.



No Investment Restrictions


We do not tell you where you should invest in super - which bank to use or from where to borrow or which property to purchase. We do not receive any commissions or pay back from anyone. However if we can help you to save and get value for money - we guide you.



Online Access


We collect and analyse data electronically to ensure it is efficient and secure. We have set up data feeds from banks, brokers so that your SMSF data is updated on a real time basis. Our custom designed online client portal allows you to upload required documents and get regular updates.



Quick Support


We take pride in providing you the best in class support. Our team of professionals’ comprising of CPAs and CAs would guide you through the entire process. You will be able to access support team through your dedicated online portal at anytime of the day. We make sure all your queries are answered promptly.



Superior Documentation


All our pricing plans include free access to a long list of documents that you would require in managing your SMSF. Unlike other providers, who would charge additional fee, our monthly plans come loaded with all the documents for e.g. all plans include actuarial certificate (value $150). We offer high quality documentation as they are all prepared by qualified solicitors.



Pricing Plan

Koala Kangaroo Crocodile
FREE SMSF Set Up
for Daily SMSF Administration Service
Although set up of fund is free, those using this service have 1 year termination clause of our Daily SMSF Administration Service.
Free
No Property & Pension
Free
Either Property or Pension
Free
Both Property and Pension
Inclusions
 
SMSF Trust Deed
(In case of Corporate Trustee – you pay $770 Incl. ASIC fees).
Click here to learn benefits of corporate trustee
Application to become Member & Trustee
 
ATO Trustee Declarations
Regulated SMSF election lodgement
 
Application for Tax File Number
 
Application for ABN
 
Consent to Act as a Trustee
 
Minutes To Set up SMSF
 
Assistance in setting up bank account with Macquarie Bank
We cannot give any advice as to which bank account is suitable to your fund. If you decide to open bank account with Macquarie Bank we can facilitate the process for your convenience. Note: Direct data feeds are available or additional charges may apply.
 
Assistance in drafting Investment Strategy
We cannot give any advice on how you should invest. However, super regulations (SISR 4.09) requires Trustees to have an investment strategy.
 
Assistance in drafting Non - Binding Death Benefit Nomination Forms
We cannot give any advice on estate planning. However, we can refer you to some very good advisors who work solely in this area.
 
Assistance in Roll Over to your SMSF
We cannot give any advice that you should or should not roll over your existing funds to your SMSF - you must consider Life Insurance and rate of return and many other issues before you decide to roll over your existing super to your SMSF.
 
Exclusions
Financial Advice to set up SMSF – If required
 
Koala Kangaroo Crocodile
Daily SMSF Fund Administration Service
Daily Bank Feed with trustee access to financial statements
$137.5 (Incl. GST) /month
No Property & Pension
$165 (Incl. GST) /month
Either Property or Pension
$192.5 (Incl. GST) /month
Both Property and Pension
Inclusions
Accounting Software License Fee
 
Annual Financial Statements
Annual Income Tax lodgment
 
Annual Audit
Daily reconciliation and reporting
 
Bank and Broker data feeds
Unlimited ASX listed investments and transactions
 
SMSF Trust Deed Update
 
Change SMSF Structure - Add / Delete Members
Actuarial Certificate
Lumpsum Withdrawls
Annual GST Claim
SMSF Loan to Others Documentation
Declaration of Trust for Property Not Applicable
Pension Consolidation Not Applicable
 
Pension Commencement Documents Not Applicable
 
LRBA Commencement Deed – Bank or Related Party Not Applicable
Exclusions
 
Supervisory Levy to be paid to ATO
(2020/21 year $259)
Learn More Learn More Learn More
dsadasdsadsadsa
SMSF Loan - To be negotiated directly by Trustee - Any Lender Learn More Learn More Learn More
 
LRBA Corporate Trustee $770 (Includes ASIC Fees $512) Not Applicable
$770
$770
 
QS Report (If applicable) Quotation to depend on Property Not Applicable Learn More Learn More
 
Audit Contravention Report – If required Learn More Learn More Learn More
 
Third Property, Non data feed bank account, Precious Metals, International Investments or Other Unlisted Assets Learn More Learn More Learn More
 
Statement of Advice for LRBA or Pension Learn More Learn More Learn More
 
Koala Kangaroo Crocodile
Annual Administration - Previous Years
Single Fund
Bringing financial statements up to date for all prior years - fee per year. Typically suited to direct trustees
$1,650 (Incl. GST)
No Property & Pension
$1,980 (Incl. GST)
Either Property or Pension
$2,310 (Incl. GST)
Both Property and Pension
Annual Administration - Previous Years
Multiple Funds
Bringing financial statements up to date for all prior years - fee per year. Typically suited to accountants and financial planners
$1,650 (Incl. GST)
No Property & Pension
$1,650 (Incl. GST)
Either Property or Pension
$1,650 (Incl. GST)
Both Property and Pension
Inclusions
Accounting Software License Fee
 
Annual Financial Statements
Annual Income Tax lodgment
 
Annual Audit
Actuarial Certificate
 
Annual GST Claim
Unlimited ASX listed investments and transactions
Lumpsum Withdrawls
SMSF Loan to Others Documentation
Declaration of Trust for Property Not Applicable
Pension Consolidation Not Applicable
 
Pension Commencement Documents Not Applicable
 
LRBA Commencement Deed – Bank or Related Party Not Applicable
Exclusions
 
Supervisory Levy to be paid to ATO
(2019/20 year $259)
Learn More Learn More Learn More
QS Report (If applicable) Quotation to depend on Property Not Applicable Learn More Learn More
 
Audit Contravention Report – If required Learn More Learn More Learn More
Statement of Advice for LRBA or Pension Not Applicable Learn More Learn More
 
 

Engage Us

It is very easy to engage us, simply register with us online and get started.

Check Adviser Plans Order New Fund Transfer Existing Fund

About Us

We ensure the highest level of customer satisfaction and are proud of our solutions that drive excellent business results of our clients.

We have a team of SMSF Specialists led by two partners with combined experience in SMSF space of over 100 years. We are technology driven and are capable to handle SMSF administration and advice for several thousand SMSFs per year.

We have created a cross-border business model by pursuing innovative online solutions and technical SMSF services to help Australian Accountants, Financial Planners and Trustees meeting their SMSF administration and reporting requirements. We ensure they get most up to date real time access to their SMSF data in order to make timely decisions as well fulfilling compliance and reporting requirements.

We employ a team of CPA's and CA's who are SMSF Specialists especially trained to value the needs and preferences of each customer. Clients’ satisfaction is of the highest priority. This is the goal that we pursue. Just try our services once and we guarantee that you will be satisfied with our knowledge and expertise.

Engage us

It is very easy to engage us, simply register with us online and get started.

Check Adviser Plans Order New Fund Transfer Existing Fund

Benefits

Real Time Access

Our dedicated online client portal provides real time access to the information as well as keeping you up to date on the critical financial and reporting information about your SMSF

More...

SMSF Support

Leveraging on our experienced and knowledgeable team of tax advisers, you can rely on our expert support team with your most pressing queries. We are there to help you at every step of the way. We develop strategies so that your SMSF is more effective.

More...

Trusted Professionals

Our professional team is one of the most experienced in the SMSF space with over 25 years of relevant experience.

More...

Superior Documentation

As part of your account, you will have access to admin documents including Actuarial Certificates, Commencement of Pension documents etc for no additional costs

More...

Prepare SMSF Accounts and Income Tax Returns

We are tax agents and have expert knowledge on super tax matters. This is the only thing we do - hence have to do it well.

More...

Provide SMSF Strategic Advice

We are not your standard paper pushing administration service. We are a specialist SMSF admin firm and the principles hold a Limited AFSL license in SMSF.

More...

Set Up SMSF

Over the last decade, we have provided documentation for a large number of SMSFs set up by accountants, financial planners and trustees. We understand the process well and ensure that all formalities are complied with while setting up SMSF.

More...

Takeover Previous Years work

We understand there could be numerous reasons resulting in you lagging behind in your SMSF accounting work and tax returns. We can assist you bringing them up to date by completing all prior year work.

More...

FAQ

It is very easy to establish a new SMSF on our website. Please go to the link www.discountsmsfadmin.com.au/newsmsf to start the process.

  • 6 Albion Street, Harris Park, NSW - 2150 +61 2 9687 1577

Contact Information

Address:

SMSF Financial Services Pty Ltd
6 Albion Street, Harris Park, NSW - 2150

Phones:
Telephone:
+61 2 9687 1577

Leave a reply