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Onboarding with Us, Switch for better

Existing SMSF Trustee - Switch for Better

Generally, a Self-Managed Superannuation Fund (SMSF) has the potential to operate throughout one’s working years and retirement. Our commitment is to provide outstanding professional services while maintaining cost-effectiveness for our clients. Through the transition to our services, significant financial savings can be realized over the course of managing an SMSF, allowing individuals to preserve a substantial portion of their hard-earned funds.

The typical accounting fees for a Self-Managed Superannuation Fund (SMSF) range from approximately $1,800 to upwards of $3,000, particularly for more intricate funds. In contrast, our firm operates on a fixed charge model. We are committed to providing exceptional services at a rate of $799 for the initial year and subsequently maintaining a fixed annual fee of $999. Importantly, we adhere to a transparent fee structure, and any adjustments will be communicated to our clients with at least six months’ notice, ensuring clarity and predictability in our fee arrangements.

First Year with Us

Accountancy Fee for Year 1
$ 799 for first Year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.​
Onboarding as a New Client
Register your interest with us to explore our services further, without any obligation. After registration, we will be in touch with you shortly to confirm that you understand our scope of services.
New Client

Year 2 and onward

Accountancy Fee for subsequent year
$ 999 per year
  • Detailed Reports of your SMSF
  • Annual Tax Return Package
  • Compliance pack including minutes & resolutions for your SMSF
  • General technical guidance in relation to superannuation regulations
  • No limitation on types of assets, shares, managed funds, real property and cryptocurrencies.​
Complete fees Schedule
All accounts are prepared in Australia, and we do not maintain a back office in a foreign country. Accountancy fees are billed monthly at a rate of $83.25 per month, with no contractual obligations.
Fixed Fees

Service Commitments

Smooth Transition

We are able to handle all the transition work

Fair Fee Policy

Fair and fixed fee policy for all clients

Tailored Solution

We offer various services for SMSF trustees

Client testimonial

Trusted by satisfied clients throughout Australia

Compliance

We offer technical and factual guidance for your SMSF

Professional

Over a decade of experience in the taxation system in Australia.

Communication

We build good client relationships and provide prompt responses to queries

Confidentiality and Security

All data is processed within Australia, protecting your account information

We will need the most recent reports of:

  • Financials
  • Tax return
  • audit report

We will also require the permanent documentation of your SMSF, such as:

  • Trust deed
  • ATO trustee declaration

We will guide you through the process. We onboarding many happy clients each year, we can assist you.

Yes, we can. Please fill in the onboarding form.

No, onboarding you with our service is totally free. We only charges accountancy fee.

No, all your data are processed in Australia. 

Contact Us for more information

Our dedicated team is ready to discuss your specific needs, answer any questions you may have, and guide you through the next steps of transferring your SMSF accounting work to our reliable and professional services.

Giving us a call at (02) 9068 1818.

We also welcome inquiries via email at [email protected]

 

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Further Information

SMSF SOLUTIONS AUS PTY LTD & THE BROOK HILLS TAX ACCOUNTANT PTY LTD AS PARTNERS FOR ARCH PARTNERS ABN 67 487 335 799; TAX AGENT REGISTRATION 26214880

General Advice Warning:

No Advice Express or Implied: The information presented on this website is of a general nature and has not been crafted to accommodate the specific objectives, financial situation, or individual needs of any particular investor. SMSF Solutions refrains from providing financial product advice or endorsing any financial products, either explicitly or implicitly. It is explicitly stated that SMSF Solutions neither recommends nor represents any financial product or service available through its platform, including those established for your SMSF upon becoming a client. 

Seek Professional Advice from a Financial Adviser: SMSF Solutions operates on a no-advice model and does not dispense financial, legal, or tax advice to clients. It is strongly advised that clients seek appropriate professional advice based on their personal circumstances. A licensed financial adviser can assess an individual’s situation and provide recommendations suitable to their financial needs. All information on the SMSF Solutions website is factual and general in nature, and therefore, reliance on it should be avoided. Trustees bear legal responsibility for all decisions made, even if advice is sought from a financial planner. While financial professionals can offer guidance and assistance, ultimate responsibility for the fund lies with the trustees.

ARCH PARTNERS and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.