Need SMSF Administration services?
Leading cloud SMSF Administration solution. Available anytime, anywhere from any device. Investment flexibility, personalised expert advice from your own SMSF Accountant. Low fees. Excellent value.
- $0 to transfer an existing fund
- $550(1st yr) / $990pa SMSF Administration incl. super tax accounting
- $0 extra for pension accounts
- $0 for unlimited Transactions
- $0 for unlimited ‘Investments’ via data feeds (from 350+ integrations)
- $0 for ten other ‘Investments’ not via data feed
- $30 per extra non-feed ‘Investments’ – if required
- $390 Independent Annual Audit – by 3rd Party
Click HERE for details in our Fee Schedule.
More Value for Less Money
- Investment Flexibility. Choose your own (compliant) investments.
- We don’t limit, or steer, clients to specific bank accounts, trading accounts, term deposits or other investments (which can add fees and limit investment returns).
- Direct access to expertise of Your SMSF Accountant.
- SMSF administration, tax return and associated dealings with the Australian Taxation Office (ATO).
- Investment Reports, including details of investment purchases, disposals, income, movements, year end valuations and Pie Charts.
- SMSF accountant prepares member reports, detailing contributions, pensions (if applicable), smsf balances and tax components for each member.
- SMSF administration includes financial reports, advance calculation of your SMSF’s tax liability / refund and drafts associated trustee minutes/ resolutions.
- We facilitate a truly independent 3rd party audit.
- Flexibility to choose the timing of your annual tax smsf administration and tax return.
- Independent Advice available from YRA. Please refer to our Financial Advice page for details.
- See the SMSF Setup Advice web-page if you’re thinking about a SMSF. There may be better options.
Industry leading SMSF Administration cloud software
- …BGL’s Simple Fund 360 – available from anywhere, anytime & any device (iPhone, iPad, Android, windows).
- Track net investment performance trends against benchmarks.
- Track contributions against caps and pension withdrawals.
- Daily investment updates – including ASX and Unlisted Unit Trust data.
- Links from more banks and brokers than any other SMSF software. Flexibility to choose your own.
- Digital signing technology – paperless SMSF admin.
- Secure, reliable hosting in Australia from Amazon Web Services.
- Contract note service uploads buy and sell transactions.
- Registry Data confirms holdings.
- Integration to auditors, actuaries and advisors (if you permit).
- Securely invite anyone to view fund data and download reports.
View a live snapshot of your SMSF’s overall investment performance – taking dividends and market movement into account. Make comparisons to benchmarks such as the S & P/ASX 200.
Real-time investment information including:
- Value of each investment and category
- Investment Performance
- Trends Vs Benchmarks (eg S&P/ASX 200)
- Projected Investment Strategy
- Actual Investment Allocation (current and prior year)
Real-time Pension account information, including:
- Pension Account Balances
- Minimum amounts (and amount required)
- Maximum amounts (and amount required)
- Gross Drawdowns for the period
- Pension Forecasts
We guarantee 100% privacy. Your personal information will not be shared.
PO Box 296 Magill SA
08 7127 7471