Limited Time Fee Offer
If you’d like to upgrade the SMSF service levels your clients are receiving to Strategic Administration, then our limited offer will be of interest to you.
Where an application to transfer an existing SMSF’s administration to our service has been submitted by 31 December 2025, we will waive our base administration fee for the preparation of the 2024-2025 financial statements and income tax returns. Ancillary fees (audit, actuarial and various non-standard items) will still apply. Our monthly fees for the 2025-2026 year will commence from 1 July 2025.
It is important to note that SMSFs transferring to our service under this special offer must remain with us for at least 3 full fee-paying years. If they do not, the fee waiver will be reversed at the standard base rate applicable in the year of leaving. The only exceptions to this are if
- the fund is wound up due to the death of a member or
- our service standards fail
This offer is not applicable to funds that are intended to be wound up or are experiencing compliance issues.
If you wish to discuss this further, please contact David Busoli, dbusoli@smsfalliance.com.au or 0499 778 584.