Need a Super Accountant for your SMSF Administration?
We offer flexible, independent, personalised service and excellent value.
- $0 to transfer an existing fund
- $550(setup 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 over 350 integrations)
- $0 for ten other ‘Investments’ not data fed
- $0 for unlimited ‘Linked Investments’ (from 250+ data integrations HERE)
- $0 for ten manual entry ‘Investments’ then $30 each – if required
- Click HERE for details in our Fee Schedule.
More Value for Less Money
- Daily updates. 24X7 Access. Industry leading SMSF Administration cloud solution.
- 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 Super Accountant.
- SMSF super tax accounting, 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.
- CPA super accountant prepares member reports, detailing contributions, pensions (if applicable), super balances and tax components for each member.
- SMSF super accounting provides 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 super accounting and return.
Industry leading SMSF super accounting software
- …BGL’s Simple Fund 360 – available from anywhere, anytime & any device (eg iPhone, iPad, Android, windows)
- Track net investment performance trends against benchmarks.
- Track contributions against caps and pension withdrawals.
- Daily updates – including ASX and Unlisted Unit Trusts.
- 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 advisers (if you permit).
- Securely invite anyone to view fund data and download reports.
We guarantee 100% privacy. Your personal information will not be shared.
PO Box 296 Magill SA
08 7127 7471
