Self Managed Superannuation

Our Self Managed Super Funds Services

Self Manage Super Funds Administration Services - $2880

For more information click here to see SMSF Fee Schedule

§  Annual Member & Trustee Reporting including Member Statements, Minutes & correspondence, filing of Investment Statements

§  Maintenance of Member accounts tracking component position & benefit payment documentation

§  Calculation of allowable pension levels for allocated pension

§  Annual Fund Financial Statements preparation & lodgement

§  Preparation & lodgement of GST & Tax returns for the Fund

§  Facilitation of Actuarial Certificate (Actuarial fees additional)

§  Production of Group Certificates for benefit recipients

§  One annual meeting to review the annual statements

§  Preparation and review of Investment Strategy

** This price is for funds up to $500,000 who do not regularly conduct share or option trading or any other transaction intensive investment strategy.

Self Managed Super Funds Audit and Review Services

Annual Audit Fees are dependent on Fund Size

0 - 500,0000 = $440

500,000 - 1,000,000 = 550

1,000,0000 = negotiable

These prices include email and phone contact.  Where a pre-Audit review is requested this will be charged at $250.

Self Managed Superannuation Fund Financial Planning - Fee for service

At Wholistic Financial Solutions we believe strongly in the fee for service model so that you can rest assured that we are giving you the best advice or strategy for your needs and not the best advice or strategy for our commission.  We quote all jobs up front and rebate any commission received back to you.  The average financial plan will cost between $1200 and $2500 depending on the number of issues you wish us to consider.

Self Managed Superannuation Fund Property Planning - Fee for service or commission - your choice.

Our related entities Wholistic Property Solutions and Wholistic Property Investing are able to offer you a broad range of property investment services.  We can provide independent property investment advice and can take this advice all the way through to actually finding you the best property for your needs and arranging the finance to assist with the purchase.  We have access to a large range of stock, from a large range of developers and real estate agents all across Australia.  We keep up to date with the Property market and are always on top of the upcoming hot spots for property investing.  Better still, you can choose to use our services by way of fee for service or commission based.  If you are interested in purchasing a property from one of panel of developers we will find you a suitable property free of charge. If you want us to search for a specific style of property that we do not have on our panel of developers we charge a flat base of $11,000 to hunt down your property for you. But here's the bonus! If we have a conjunction or commission paid to us we will forward it on to you the client! So if you pay us $11,000 finder's fee and if we are in line to receive a commission for that property, let's say for example $20,000. We will forward that on to you. So in the end you receive commission back in your pocket and can rest assured that we have found you the bets property independent of commission!

Our fees and charges are as follows:

Self Managed Super Funds Property Portfolio Plan: $700 plus GST

Is our recommended strategy detailing how much you can borrow to buy a property, which bank we recommend you borrow from, how much it will cost you per week to hold the property and more

Self Managed Super Funds Bare Trust: $2000 plus GST

Only required when borrowing to buy property

Self Managed Superannuation Fund Loan application

$770 refundable / not payable if loan proceeds to settlement

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