Self Managed Super Funds
Kira More uses Class Super, a specialised cloud-based software, for its SMSF accounting and administration. Our services included in the standard packages described below are:
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Preparation of the annual financial statements
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Preparation of the income tax return
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Preparation of the annual trustee documents
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Liaising with the auditor for the annual audit. We work with Assured Super of Kew. Their fees are charged to you direct at no mark up.
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Obtaining the actuarial certificate when required. We work with Accurium and their fees are charged to you direct at no mark-up.
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Meeting with you annually and where appropriate, touching base with you prior to financial year-end to address any pertinent year-end planning matters.
Basic
INVESTMENT TYPE & VOLUME:
Cash and Term Deposits; and
Share Portfolio of up to 20 holdings; or
Properties (up to 2 properties)
SUPER-BASIC: $1,200 p.a.
This package only caters to funds with Cash and Term Deposits ONLY.
BASIC-SHARES: $1,500 - $1,800 p.a.
This package caters to fund with Cash, Term Deposits plus a Share Portfolio of up to 10 holdings. For funds which are either in Accumulation or Pension phase, the fee is $1,500 p.a. For mix-phased funds, the fee is $1,800 p.a.
BASIC-PROPERTY: $1,500-$1,800 p.a.
Similar to BASIC-SHARES. This caters to fund with less than 2 properties.
Regular
INVESTMENT TYPE & VOLUME:
This is primarily the same as the BASIC Packages except that there can be a mixture of the following investments.
Cash and Term Deposits;
Share Portfolio of up to 20 holdings;
Properties (up to 2 properties);
Fixed Interest Products (up to 10 holdings).
$2,400 p.a. for funds that are either in Accumulation of Pension phase.
$3,600 p.a. for mixed-phased funds.
Complex
INVESTMENT TYPE & VOLUME:
For larger investments portfolios, properties that require Limited Recourse Borrowing Arrangements, more complex investments such as having an interest in a partnership, joint venture or unit trust that owns or develops properties, please contact us to discuss so that we can make an assessment of the costs associated with your fund.