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Preparation of all the annual reporting requirements including:
SUPER FUND SPECIALIST SERVICES FOR ONLY $1,159 + GST
EASY 3-STEP PROCESS
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SELF-MANAGED SUPER FUND SPECIALIST SERVICE DETAILS
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.
Annual Compliance
$ 1,159 inc GST
Compilation of all yearly report necessities, such as: Balance Sheet, Income Statement, Participant Statements, Investment Summaries, Trustee Decisions & Records, Annual Filing, and External Audit.
New SMSF Establishment
$ 0*
We handle every step to set up your SMSF, 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 $945 fee will be charged.
Actuarial Certificate
$124 inc GST
The Actuarial Fee is due annually only if necessary, such as when a member of your SMSF has started a Pension and had a balance in their Accumulation Account at any point during the financial year.
BGL Simple Fund Conversion
FREE
We offer free conversion of historical SMSF data to our administrative software platform.
Superannuation Rules
FREE
Feel free to reach out if you need details on superannuation regulations.
Taxation Advice & Strategies
FIXED UPFRONT
Get in touch with us to explore tailored tax minimisation strategies for your circumstances.
Document Processing
$55 inc GST
Documents uploaded to our client portal or emailed to us are covered by our annual fee. However, if documents are mailed to our office, there is an additional $55 fee to cover scanning, processing, and return postage costs.
Deed Variation or Fund Changes
$330 inc GST
Our deed updates come with comprehensive legal oversight and include the latest SMSF provisions. This service covers Trustee Appointment or Removal, Member Appointment or Removal, and Fund Name Changes.
Death Benefit Agreement
$99 inc GST
In the event of your death, this binds the remaining trustees to distribute your death benefits in accordance with your wishes.
Pension Commencement
$220 inc GST
A one-time establishment fee covers the documentation required to initiate an ABP or TRRP. Taxopia offers a comprehensive package that includes:
TBAR
$165 inc GST
An SMSF is required to use the Transfer Balance Account Report (TBAR) to inform the ATO of any events impacting the transfer balance cap.
An SMSF must report events that affect a member’s transfer balance account, such as when a member begins a retirement phase income stream, including death benefit income streams.
You’ll need to provide details like the type of income stream, its value, and the start date.
Fund Wind Up
$242 inc GST
If you choose to wind up your fund, Taxopia will guide you through the entire process with step-by-step instructions. We’ll assist with rolling over your assets to another fund and handle all necessary paperwork with the Australian Tax Office.
Electronic Services (ESA)
$49 inc GST
An Electronic Service Address enables SMSFs to receive superstream contribution data from employers and handle release authorities and rollovers in a compliant manner.
ASIC Registered Agent
$150 + GST
As your designated ASIC agent, an annual fee of $150 + GST will be charged on the anniversary of your company’s registration date. This package includes the following:
Contravention Report
$110 inc GST
Drafting an Auditor Contravention Report (ACR) in response to a qualified audit report caused by a violation of Superannuation Law.
Bare Trust Setup
$749 inc GST
A bare trust is established only when an SMSF needs to secure a loan (whether from a bank, a private lender, or another source) to acquire an asset.
Bare Trust Corporate Trustee Setup
$1,547 inc GST
Establishment of a company to serve as the trustee of the bare trust. Please note that the corporate trustee of your SMSF cannot act as the trustee for the bare trust.
Accountant Letter For Loan
$220 + GST
Drafting an accountant’s letter to fulfill a lender’s request.
Audit Protection
$330 + GST
Taxopia will handle all communications with the ATO on your behalf for any SMSF-related matters, including ATO audits or reviews, private ruling applications, member detail updates, penalty remission requests, and extensions for lodgment deadlines.
Need more information on how we can help as your SMSF Specialists?
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OUR GOOGLE REVIEWS
Taxopia is an Australian Business based in Melbourne, and we serve clients all over Australia. | |
We have a team of highly qualified and experienced Tax Accountants. | |
We have over 40 years of professional business accounting and advisory experience. | |
We have full public practice certification, registered tax agents and registered ASIC agents. | |
We have lodged thousands of business tax returns, business activity statements, company tax returns and trust tax returns. |
LIMITED-TIME OFFER – GET $100 OFF ON BASIC PACKAGE TODAY!*
You’ve chosen TAXOPIA LITE, a self-lodgment service. Please be aware that tax offices are starting to phase-out DIY paper lodgments and are encouraging the transition to digital.
Don’t be the last one to enjoy hassle-free digital lodgments. Upgrade to TAXOPIA BASIC PACKAGE today with a special limited-time $100 discount* and enjoy the benefits of having our accountants lodge for you.
As a bonus benefit for working with us, you get a lodgment deadline extension period to avoid penalties.
*The discount only applies to lodgments for one financial year. For clients requiring lodgment for multiple financial years, the discount applies only on the first year. all succeeding tax returns after that will be at regular price.
For the LITE Package: Please note that is a self lodgment service and does not include electronic lodgment by Taxopia. One of our qualified accountants will prepare your tax return, but it is your responsibility to print, sign & post to ATO to lodge.
You’ve chosen the Taxopia Lite Package…
TAXOPIA LITE is a self-lodgement service. Please be aware that for majority of tax payers, the due date for self-lodged returns is 31st of October.
If you’re self-lodging overdue tax returns, it may put you at risk of incurring penalties from the ATO. We recommend you upgrade to TAXOPIA BASIC PACKAGE and enjoy the benefits of having our accountants lodge for you and get a lodgement deadline extension period to avoid penalties.
For the LITE Package: Please note that is a self lodgement service and does not include electronic lodgement by Taxopia. One of our qualified accountants will prepare your tax return, but it is your responsibility to print, sign & post to ATO to lodge.
Need a fast turnaround?*
If you require your taxes to be completed faster, we have a premium Fast Lane option available for this package which puts your request at the front of the queue of our workflow.Â
*Excludes public holidays, weekends and office closure dates.
Need a fast turnaround?* Taxopia’s standard turnaround for this Lite package is three business days. If you require your taxes to be completed faster, we have a premium Fast Lane option available. With this option, pay $220+ GST to get your taxes done within one business day! |
A friendly reminder…
Please note that is a self lodgement service and does not include electronic lodgement by Taxopia. One of our qualified accountants will prepare your tax return, but it is your responsibility to print, sign & post to ATO to lodge.
If this option suits your needs, please click below to get started.
You’ve chosen the Taxopia Lite Package…
Please note that is a self lodgement service and does not include electronic lodgement by Taxopia. One of our qualified accountants will prepare your tax return, but it is your responsibility to print, sign & post to ATO to lodge.
If this option suits your needs, please click below to get started.
* Sole Trader Package pricing conditions, please take note the pricing excludes the following items; however, these services can be provided for an additional cost.
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote.
* Premium Package pricing conditions ($1300+ GST):
Please note that ALL our plans exclude the following:
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.
* Standard Package pricing conditions ($850+ GST):
Please note that ALL our plans exclude the following:
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.
* Basic Package pricing conditions: ($425+ GST):
If you do not qualify for this option, you will need to consider our Standard Package ($850+ GST).
Please note that ALL our plans exclude the following:
Please contact us for a customised quote if you require help on any of the excluded items.
Company or Trust Tax Return for Accountants & Bookkeepers
* BASIC PLAN ($425+ GST) CONDITIONS:
* STANDARD PLAN ($850+ GST) CONDITIONS:
Please note that ALL our plans exclude the following:
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.
* Premium Package pricing conditions ($1300+ GST):
Please note that ALL our plans exclude the following:
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.
* Standard Package pricing conditions ($850+ GST):
Please note that ALL our plans exclude the following:
If any of these exclusions apply to your businesses, please contact us, and we would be happy to provide you with a customised quote for any additional work.
* Basic Package pricing conditions: ($425+ GST):
If you do not qualify for this option, you will need to consider our Standard Package ($850+ GST).
Please note that ALL our plans exclude the following:
Please contact us for a customised quote if you require help on any of the excluded items.
Fill out the form below and we will get back to you as soon as we can.