SMSF Administration Packages

SMSF Administration Packages

Sequoia Super offer a full service administration service to assist trustees
to manage every aspect of a self-managed superannuation fund.
Establishment Services
SMSF with Individual Trustees$990
SMSF with Company Trustee$1990
SMSF, Corporate Trustee and Property Trust$4995
Service Description
MiniClassic
Fund Balance<$120k>$120k
Web Based Fund Portal
Maintain Fund Records
Prepare Accounts & Statements
Manage Contribution Limits
TBAR Reporting
Provide access to Daily Priced Investments
Help with Rollover Funds
Employer Contributions
EOFY Tax Lodgment
Establish & Manage Pensions
Act as Mailbox
Access Source Documents
ATO & ASIC Agent responsibilities
Pay Invoices on behalf of Trustee
Actuarial Certificates (if in pension)+$350+ $350
Provide Fund Audit+ $350+$450
Annual Fee (admin fees charged monthly)$1,495$1,950

Note: Fees listed include GST

Discounts are available for advisers with more than 20 funds, savings may be applied where services listed above are not required. Call our service desk for more information 02 8114 2290.