Basic
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Up to 3 Australian bank accounts or term deposits with any Australian bank or credit union
Moomoo
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Macquarie CMA Bank Account
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Moomoo trading Account
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Additional bank accounts or other investments, will revert to Advance @$100 per month
Advanced
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Overseas bank account or term deposit with any overseas bank or credit union
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Use any broker
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Managed funds
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Investment properties
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Precious metals
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Any other allowable investment
Fixed monthly fees
We provide an efficient service by cutting out unnecessary paperwork. We request that you supply us with a soft copy of your SMSF bank statements and share trading account statements at the end of the financial year. We then either upload or re-enter the data into our accounting system and prepare the SMSF Set of Financial Statements and SMSF Tax Return. It’s electronic, it’s paperless, and it’s just one of the many reasons we’re able to offer you the best SMSF service at the most reasonable price.
Where you invest and how you run your SMSF is entirely up to you. Be mindful that being a Trustee of an SMSF is a responsible position. However, Superannuation Warehouse is here to assist you in every way we can. We execute the SMSF set-up and carry out all the annual administrative functions, i.e. preparing the SMSF Financial Accounts, calculating the tax, arranging for the audit and submitting a tax return for your SMSF, leaving you as a Trustee of the SMSF to focus on what to invest in for your long-term retirement benefit.
* For Funds with cryptocurrency investments, we charge an extra fee of $350 in addition to the monthly/annual fees. The main reason for this is there are extra complications involved and the external auditor that we engage to audit the Fund spends more time to complete the audit. For more information on our fee schedule, please see this page.
