Packages for Simple Fund 360

Having Online Access to your SMSF helps you to manage your SMSF affairs better. We offer a choice of 2 packages to meet our clients’ online access needs. The Monthly Fee packages for SimpleFund 360 Online Access are detailed below:

Basic

$15/month

Full Online Access

Online data feeds for Macquarie CMA bank account

ASX online pricing for Macquarie Online Trading

Basic + Bank Data + Share Data

$30/month

Basic package access (Macquarie data feeds are free)

Automatically import bank transactions and balances from all major banks.

Automatically upload buy and sell transactions from all major Australia Brokers

The cost for comprehensive Online Access (Basic Package + Bank Data + Share Data) is $30 per month ($360 per annum). If you do not want to use the automatic Bank and Share data feed, you can also upload CSV files to the Simple Fund 360. For more info on Simple Fund 360, please see here.

Once your Fund has been set up and you would like to have an Online Access, please contact us.

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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

Packages for Simple Fund 360

Basic

Basic + Bank Data + Share Data

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