Let us look after the boring stuff
SMSF trustees who simply want the administration work done worry free with the confidence that you are working with Australia’s leading SMSF experts.
Who we work with
What we do
There are two types of clients, one who is someone who wants their hand held and wants advice and support all the time. Others are DIY and want to do it themselves and save the expense of the ongoing advice.
At Iddi SMSF we can work with both, however we move the hand holding clients to our sister accounting firm Iddi Advisory.
If you are a DIY SMSF Trustee we have the perfect solutions for you.
All you have to do is upload all the necessary information and documents to our secure portal, we will prepare the tax return and financial statements, send it back to you fully audited ready to move on to the following year.
Who we work with
There are two types of clients, one who is someone who wants their hand held and wants advice and support all the time. Others are DIY and want to do it themselves and save the expense of the ongoing advice.
At Iddi SMSF we can work with both, however we move the hand holding clients to our sister accounting firm Iddi Advisory.
What we do
If you are a DIY SMSF Trustee we have the perfect solutions for you.
All you have to do is upload all the necessary information and documents to our secure portal, we will prepare the tax return and financial statements, send it back to you fully audited ready to move on to the following year.
Annual SMSF accounting work
Our service includes the following:
1. Preparation of annual accounting administration work.
2. Preparation of annual financial statements and tax return.
3. Preparation of necessary yearly minutes.
4. Arranging for an external audit of the fund by our trusted auditor.
Year-end SMSF accounting work
Our service includes the following:
1. Preparation of annual accounting administration work.
2. Preparation of annual financial statements and tax return.
3. Preparation of necessary yearly minutes.
4. Arranging for an external audit of the fund by our trusted auditor.
How much does it cost?
Essential SMSF
Annual SMSF Admin Services for funds with simple asset structures, including cash, term deposits, and limited listed Australian equities.
from
$1,490
Diversified SMSF
Annual SMSF Admin Services for funds that include one rental property with a Limited Recourse Borrowing Arrangements (LRBA), and/or a portfolio of Australian listed equities, with up to two pensions.
from
$2,200
Advanced SMSF
Annual SMSF Admin Services for funds with multiple rental properties, multiple Limited Recourse Borrowing Arrangements (LRBAs), and/or complex unit trust holdings or unlisted investments.
from
$2,750
Specialised SMSF
Annual SMSF Admin Services for funds invested in complex unlisted assets, such as cryptocurrency, or those with significant compliance issues.
from
$3,300
Annual Audit Fee
Extra fees will be incurred for any contraventions of the sis ACT/regulations
from
$385
How much does it cost?
Essential SMSF
Annual SMSF Admin Services for funds with simple asset structures, including cash, term deposits, and limited listed Australian equities.
from
$1,490
Diversified SMSF
Annual SMSF Admin Services for funds that include one rental property with a Limited Recourse Borrowing Arrangements (LRBA), and/or a portfolio of Australian listed equities, with up to two pensions.
from
$2,200
Advanced SMSF
Annual SMSF Admin Services for funds with multiple rental properties, multiple Limited Recourse Borrowing Arrangements (LRBAs), and/or complex unit trust holdings or unlisted investments.
from
$2,750
Specialised SMSF
Annual SMSF Admin Services for funds invested in complex unlisted assets, such as cryptocurrency, or those with significant compliance issues.
from
$3,300
Annual Audit Fee
Extra fees will be incurred for any contraventions of the sis ACT/regulations
from
$385
Add-ons
Annual Corporate Compliance
Investment Strategy Documents
Pension
Documents
$330
Annual Corporate compliance work for your SMSF Trustee Company where we act as a registered agent for your corporate trustee.
$440
Preparation of a compliant investment strategy document for your SMSF (advice not included).
$440 per pension
Preparation of commencement of pension documents including all necessary letters and minutes (advice not included).
Special Resolutions & Minutes
Actuarial
Certificate
Property
Valuation
from $220
$165
$99
Add-ons
Annual Corporate Compliance
$330
Annual Corporate compliance work for your SMSF Trustee Company where we act as a registered agent for your corporate trustee.
Investment Strategy Documents
$440
Preparation of a compliant investment strategy document for your SMSF (advice not included).
Pension Documents
$440 per pension
Preparation of commencement of pension documents including all necessary letters and minutes (advice not included).
Special Resolutions & Minutes
from $220
Actuarial Certificate
$165
Property Valuation
$99