Limited SMSF Administration Fee Offer

If you’d like to upgrade the SMSF service levels your clients are receiving to Strategic Administrationthen our limited offer will be of interest to you. 

We will waive our base administration fee for the preparation of the 2022-2023 financial statements and income tax return where an application to transfer the Fund’s administration to our service has been submitted by close of business on 30th June 2023. Ancillary fees, including for audit, actuarial and various non-standard items will still apply.

In addition to an enhanced SMSF service, key considerations for your clients are:

  • if they have not paid fees in advance for the 2022-2023 work they will enjoy an immediate saving
  • if they have paid non-refundable administration fees then they will not be monetarily disadvantaged

Often the concept of undertaking a change in administrators can be laborious but we can demonstrate how it can be completed with a minimum of fuss as we handle the vast majority of the work.

It is important to note, that our reasonable expectation is that funds that transfer to our service under this special offer will remain with us for at least 3 full fee-paying years unless they leave your influence, 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, still have their 2021-2022 accounts to lodge or are experiencing compliance issues. We are relying on your goodwill to utilise this concession fairly.

If you wish to discuss this further, please contact David Busoli, or 0499 778 584 or register as an Alliance Partner.

Please Note: We are a business-to-business service provider so this offer is limited to financial planners and accountants wishing to outsource their SMSF administration.