SMSF Administration Packages
Sequoia Super offer a full service administration service to assist trustees
to manage every aspect of a self-managed superannuation fund.
| SMSF with Individual Trustees | $1,850 |
| SMSF with Company Trustee | $2,499 |
| SMSF, Corporate Trustee and Property Trust | $4,999 |
| Web Based Fund Portal |  |
| Maintain Fund Records | |
| Prepare Accounts & Statements | |
| Manage Contribution Limits | |
| TBAR Reporting | |
| Provide access to Daily Priced Investments | |
| Help with Rollover Funds | |
| Employer Contributions | |
| EOFY Tax Lodgment | |
| Establish & Manage Pensions | |
| Act as Mailbox | |
| Access Source Documents | |
| ATO & ASIC Agent responsibilities | |
| Actuarial Certificates (if in pension) | $350 |
| Provide Fund Audit | $495 |
| Annual Fee (admin fees charged monthly) | $1,950 |
Note: Fees listed include GST
Discounts are available for advisers with more than 20 funds, savings may be applied where services listed above are not required. Call our service desk for more information 02 8114 2290.