We are a CPA firm of Accountants & Tax Agents specializing in DIY Super Funds. Our principal is a SMSF Specialist advisor accredited by SMSF Professional Association of Australia (SPAA), an elite body who provides independent verification and certification of a professionals' competency, experience, knowledge and practises. We offer a unique fixed price annual administration services, our price depends on the quantity of work which we have to perform (based on number of Transactions) to ensure that your DIY Super Fund remains compliant to legislation. We simply become your back office, whilst you, as a trustee of your DIY Super Fund, make all the investment decisions. WE DO NOT OFFER ANY INVESTMENT ADVICE Technical Advice from SMSF Specialist AdvisorŪ (SSA) and Fellow member of Taxation Institute of Australia backed up by ethical code of conduct of CPA Australia and National Institute of Accountants; you can be assured that your nest egg will enjoy the best care available in the market place. We provide our services to Individuals who want to set up their DIY super fund and to existing trustees with yearly annual administration of their DIY Super Funds. Some of our specialized services are :- Trust Deeds and Amendments to Trust Deeds Establishing DIY Super Funds Establishing Corporate Trustees Full annual Administration of DIY Super Funds Financial Statements Income Tax Return & Regulatory Return Annual Audit Member Contribution Statements Implementing various strategies for Converting DIY Super Funds to Pension Phase Establishing Pensions for DIY Super Fund Trustees Strategies for Transition to Retirement income streams Preparing Trustees' Individual & Business (companies, partnerships & trusts) Income tax Returns We are independently family owned practice without any financial pressures to sell products to our clients; We do not sell any insurance products or recommend any investments, including commission paying cash management bank accounts. We have been providing our services since 1995 and currently advise over 450 trustees with their ongoing yearly administration (annual accounts and income tax returns). All work is carried out by CPA’s & CA’s in-house in our Rydalmere office in Sydney. We use the latest software and technologies to bring to you an efficient and reliable service. All our work is covered by professional Indemnity Insurance. Our mission is to provide Australia's leading self managed superannuation fund tax and accounting services to trustees. Our dedicated staffs are committed to the highest standards of excellence. This is our only business; we just have to it well…

Outlined below is a generalised guide for the services we offer. For further information please contact us. Trust Deed + Complete Set up with minutes with all documents delivered any where in Australia.Includes 5 Year unlimited updates New Trust Deed Establishing special purpose Corporate Trustee Company including $400 ASIC fees. Trustee Company   Trust Deed + Complete Set up with minutes + 1st Year Annual Adminstration (Accounts, Audit & Income Tax Return) upto 100 Transactions. New Trust Deed + 1st Year Annual Admin. What is counted as one transaction. Click on Transactions. Annual Adminstration (Accounts, Audit & Income Tax Return)    Taking over existing superfund $330 Roll over data of previous year into our accounting system. $330 Trust Deed Update (Fund has to adapt out Trust Deed) includes Unlimited 5 Year updates.   Accumulation Phase $1,320 Less than 100 Transactions   ($880 for accounts + income tax return  + $440 for Audit) $1,650 Less than 200 Transactions   ($1210 for accounts + income tax return  + $440 for Audit) $1,980 Less than 300 Transactions   ($1320 for accounts + income tax return  + $660 for Audit) Phone us for a Quotation More than 300 Transactions All Prices are inclusive of GST.  $880 Per Pension Establishing Pensions including implementing all pension strategies