Having specialized in SMSFs for more than a decade, we deeply understand the SMSF industry, trustee obligations, and needs. With qualified SMSF accountants on our team, you can focus on investing while we handle administration, accounting, and compliance.

Contact SMSF Mantra today for a free consultation.

SMSF Administration

1. $1200 + GST per year (including Audit)

• Preparation of an annual Balance Sheet
• Preparation of an annual Profit & Loss Statement
•  Preparation of annual Member Statements
•  Preparation of annual Trustee Resolutions & Minutes
• Preparation and Lodgement of an annual Income Tax Return
•  Preparation of an annual Audit

Set up a new SMSF

1. $1200 + GST (SMSF setup with Corporate Trustee)
2. $600 + GST (SMSF setup with individual Trustee)

• The SMSF Trust Deed
• Documentation to appoint Trustees
•  Trustee Declarations
•  Lodgement of an Election for your SMSF to become a Regulated SMSF
• ATO Application to obtain a Tax File Number for your SMSF
•  ATO Application to obtain an Australian Business Number for your SMSF
• Sample Investment Strategy that you can adopt for your SMSF or modify if required
• Resolutions and minutes to acknowledge the establishment of your SMSF