Enjoy end-to-end SMSF compliance for just $1,499 p.a. with Taxopia Get Started Here
SMSF Accountants
Set-up your new
Self-Managed Super Fund for $0*
Trusted by thousands of Australians, Taxopia delivers expert SMSF setup and management with transparent pricing and 5-star service.
SUPER FUND SPECIALIST SERVICES FOR ONLY $1,159 inc GST
EASY 3-STEP PROCESS
Fill up the form
We prepare your SMSF financials and tax return
You approve, and we lodge it
SELF-MANAGED SUPERFUND SPECIALISTS
We specialise in the provision of self managed super fund taxation and audit services. We help our clients setup self managed super fund’s, take on existing funds and administer to all annual reporting requirements of the fund including the Financial Statements, Member Statements, Investment Reports, Annual Return, and Independent Audit. We are dedicated to providing continued advice and support to meet our clients’ requirements.
SMSF SETUP
Our team sets up your SMSF NO UPFRONT COST
$
0
00
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We Handle Every Step
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Great for Individual Trustees
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Includes All Legal and ATO related processes
Get Started
*The setup fee is $0 if you choose Individual Trustees. If you need us to establish a Company to be the trustee of the SMSF, a setup fee of $780 applies. You also agree to appoint us as your Tax Accountants for the first 12 months and will be required to complete your first year's tax compliance with us, which is priced at $1159.
EXISTING SMSF
Our Experts Manage Your Fund For You
$
$1,159
inc GST
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Australia-wide Service
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Hassle Free & Easy To Appoint Us
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Includes SMSF Annual Compliance
Get Started
Compilation of all yearly report necessities, such as: Balance Sheet, Income Statement, Participant Statements, Investment Summaries, Trustee Decisions & Records, Annual Filing, and External Audit.
Need more help tailored help on your tax needs and SMSF?
New SMSF Establishment
$0*
New SMSF Establishment, from providing the Trust Deed and necessary legal paperwork to completing the ATO registration process.
*No setup fee applies if you opt for Individual Trustees; however, if you need us to establish a Company to act as the trustee of the SMSF, a $1011 fee will be charged.
Bare Trust Corporate Trustee Setup
$ 1,011 inc GST
Sets up a company to act as trustee for the bare trust (separate from SMSF trustee).
Annual Compliance
$1,159 inc GST
Yearly reporting including financial statements, trustee minutes, and external audit.
Actuarial Certificate
$124 inc GST
Required for SMSFs paying pensions to calculate exempt income.
Electronic Services (ESA)
$49 inc GST
Enables SMSFs to receive SuperStream contributions.
ASIC Registered Agent
$150 + GST
Registered agent services for ASIC compliance, reminders, and filings.
Contravention Report
$110 inc GST
Preparation of Auditor Contravention Report (ACR) for ATO.
Audit Protection
$330 + GST
Covers audit support, private rulings, and ATO correspondence.
Quarterly BAS
$110 exc GST
Prepares and lodges quarterly BAS for SMSFs with GST registration.
Monthly IAS
$55+ exc GST
Monthly Instalment Activity Statement preparation and lodgement.
Year-End Adjustment
$165+ exc GST
Reconciles accounting records with financial statements.
GST Variance Investigation
$250+ exc GST
Investigation and reconciliation of GST discrepancies.
Document Processing
$55 inc GST
Fee applies to physical mail-ins instead of digital upload.
Deed Variation or Fund Changes
$330 inc GST
Updates to trust deed, trustee/member appointments or name changes.
Death Benefit Agreement
$99 inc GST
Legally binds trustee to death benefit distribution instructions.
Pension Commencement
$220 inc GST
Establishes income stream; includes required calculations and minutes.
TBAR (Transfer Balance Report)
$165 inc GST
Lodgement of Transfer Balance Account Report for ATO pension tracking.
Fund Wind Up
$242 inc GST
Closing your SMSF and fulfilling all ATO wind-up obligations.
Accountant Letter For Loan
$220 + GST
Required formal letter verifying financial standing for loans.
Superannuation Rules Advice
FREE
Clarification or guidance on superannuation compliance.
Taxation Advice & Strategies
Fixed Upfront
Expert tax strategies tailored for SMSF operations.
BGL Simple Fund Conversion
FREE
Converts historical SMSF data into our BGL platform.
Get your SMSF annual compliance fully managed by expert accountants for $0 in your first year – offer ends soon!
Don’t miss this opportunity to lock in $1,499 worth of savings and ensure full ATO compliance with zero stress.
SAVE $1,499!
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Frequently Asked Questions, Answered
Q: What is an SMSF?
A: A Self-Managed Superannuation Fund (SMSF) is a type of superannuation fund designed for up to four members who are also the trustees. This means the members run it for their own benefit and are responsible for complying with the relevant laws and regulations. Unlike other superannuation funds, SMSFs allow you to manage your own retirement savings, providing greater control over investment decisions and fund management.
Q: Why should I choose an SMSF?
A: Choosing an SMSF provides several benefits including greater control and flexibility over your investment choices. You can tailor your investment strategy to suit your personal circumstances and retirement goals. Additionally, SMSFs often allow for a broader range of investment options compared to traditional superannuation funds. This can include direct property, shares, term deposits, and more. Potential cost savings are another advantage, as you have the ability to manage your own administration costs.
Q: What services does Taxopia offer for SMSFs?
You are responsible for notifying ASIC when any details of your Company change, e.g., address, Directors or Shareholders’ names. You can do this online or by completing the appropriate form found on the ASIC website.
An annual review of your Company needs to be conducted and the current annual review fee is $310 registration fee needs to be paid to ASIC
Q: How do I set up an SMSF with Taxopia?
In Australia, a Company must be registered with the Australian Securities and Investment Commission (ASIC). Your accountant or third party providers can assist you with registering a Company.
ASIC is the main regulatory body for Company registration in Australia, who will ultimately be responsible for registering and regulating your Company. Their website sets out the requirements for registering and maintaining a Company and offers lots of background information.
Q: What are the ongoing compliance requirements for an SMSF?
A: SMSFs are subject to strict regulatory requirements to ensure they operate within the law. Key compliance obligations include: Annual Audits: Your SMSF must be audited annually by a registered SMSF auditor. Tax Returns: You need to lodge an annual tax return with the ATO. Financial Statements: Preparation of annual financial statements, including a statement of financial position and operating statement. Member Statements: Annual statements for each member outlining their contributions, benefits, and balances. Investment Strategy: Your SMSF must have a documented investment strategy that is regularly reviewed. Trustee Responsibilities: Trustees must ensure the fund complies with all relevant laws, including the sole purpose test and investment restrictions.
Q: How does Taxopia help with SMSF compliance?
A: At Taxopia, we understand the complexities of SMSF compliance. Our services are designed to take the hassle out of managing your fund’s obligations. We: Prepare and lodge your SMSF’s annual tax return. Produce annual financial statements and member statements. Ensure your fund’s investment strategy is compliant and regularly reviewed. Coordinate the mandatory annual audit with a registered SMSF auditor, ensuring it is completed accurately and on time. Provide ongoing sup
Q: What are the costs associated with managing an SMSF through Taxopia?
A: Taxopia offers competitive pricing for SMSF services, ensuring you receive value for money. Our fees are transparent, with no hidden costs. The costs can include: Set Up Fee: SET UP FEE IS FREE! Annual Fee: An annual fee of $1,199 + GST for managing your SMSF. Annual Administration Fee: Covers ongoing administration, compliance, and support services. Audit Fee: The cost of the mandatory annual audit. Additional Services: Any additional services you may require, such as financial advice or investment strategy consultation, are billed separately. Our pricing structure is designed to be affordable while providing comprehensive support to help you manage your SMSF effectively.
Q: Can I transfer my existing superannuation to an SMSF managed by Taxopia?
A:Yes, transferring your existing superannuation to an SMSF managed by Taxopia is a common process. We assist you every step of the way to ensure the transition is smooth and compliant. The process involves: Opening a bank account for your SMSF. Requesting rollover of funds from your current superannuation provider to your SMSF account. Ensuring all rollover transactions comply with ATO regulations. Updating your investment strategy to reflect the new funds. Our team will guide you through each stage, ensuring all necessary paperwork is completed accurately and promptly.
Q: What investment options are available for my SMSF?
A: One of the key advantages of an SMSF is the wide range of investment options available. You can invest in: Direct Property: Both residential and commercial properties. Shares: Australian and international shares. Fixed Income Products: Bonds, term deposits, and other fixed income securities. Managed Funds: Various managed funds that suit your investment strategy. Collectibles: Such as artwork, provided they meet specific regulatory requirements. Other Investments: Including cash, precious metals, and more. Taxopia can provide guidance on selecting and managing investments, ensuring they align with your SMSF’s investment strategy and regulatory requirements.
Q: How do I get started with Taxopia’s SMSF services?
A: Getting started with Taxopia’s SMSF services is simple. Here’s how: Contact Us: Reach out to us through our website and sign up for our services. Initial Consultation: We’ll discuss your retirement goals, financial situation, and how an SMSF can meet your needs. Setup Process: We’ll handle all aspects of setting up your SMSF, from the trust deed to ATO registration and bank account setup. Ongoing Support: Once your SMSF is established, we provide continuous support and administration services to ensure your fund operates smoothly and remains compliant. Our goal is to make managing your SMSF as easy and efficient as possible, allowing you to focus on growing your retirement savings.