We Offer Self-Managed Super Fund Specialist Services for Only $1,159 + GST

Preparation of all the annual reporting requirements including:

  • Statement of Financial Position
  • Profit & Loss Statement, Member Statements
  • Investment Reports
  • Trustee Resolutions & Minutes
  • Annual Return
  • Independent Audit.

SUPER FUND SPECIALIST SERVICES FOR ONLY $1,159 + GST

EASY 3-STEP PROCESS

Sign Up For Our Services

We Connect You To Our Super Fund Experts

We Take Care Of The Rest

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.

Starts at $ 1,199
inc GST
  • Australia-wide Service
  • Meet and Exceed Legislative Requirements
  • SMSF Annual Compliance
  • No Restrictions on Balance
GET STARTED

PLAN - PRICE

Description

Annual Compliance
$ 1,199 + GST

Preparation of all the annual reporting requirements including: Statement of Financial Position, Profit & Loss Statement, Member Statements, Investment Reports, Trustee Resolutions & Minutes, Annual Return, and Independent Audit.

New SMSF Establishment
$ 0*

We attend to every requirement to establish your SMSF including providing you with the Trust Deed and other legal documents and attending to registration with the ATO.

*Setup fee is $0 if you choose Individual Trustees, if you require us to setup a Company to be trustee of the SMSF then a fee of $600 applies.

Actuarial Certificate

$132 + GST

The Actuarial Fee is payable annually only if required (that is a Member of your SMSF who had commenced a Pension, had a balance in their Accumulation Account at anytime during the financial year).

BGL Simple Fund Conversion

FREE

We do not charge a fee to convert the historical data of an SMSF to our administrative software platform.

PLAN - PRICE

Description

Superannuation Rules
FREE

Please contact us if you require information on superannuation rules.

Taxation Advice & Strategies 
FIXED UPFRONT

Please contact us to discuss tax minimisation strategies specific to your situation.

Document Processing

$55 + GST

Documents uploaded to our client portal or emailed to us are included in our annual yearly fee. If however documents are posted to our office there is an additional $55 fee to cover the cost of scanning, processing and return postage.

Deed Variation or Fund Changes

$330 + GST

Our deed updates are provided with full legal oversight and contain the most up to date SMSF provisions. Trustee Appointment or Removal, Member Appointment or Removal, or Change of Fund Name.

PLAN - PRICE

Description

Death Benefit Agreement
$99 + 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 + GST

A one off establishment fee for documentation to commence an
ABP or TRRP. Just Superfund will provide a comprehensive package
inclusive of:

- Minimum Pension Calculations
- Maximum pension calculations (TTRP only)
- Draft Minutes
- PAYG Withholding Registration (Fund member is under 60 years of age)
- Tax File Number Declaration (Fund member is under 60 years of age)
- Advice of PAYG Withholding Tax (Fund member is under 60 years of age)
- Product Disclosure Statement
- Pension Agreement

TBAR

$165 + GST

An SMSF must use the transfer balance accounts report (TBAR) to report transfer balance cap events to the ATO.

An SMSF must report events that affect a member's transfer balance account.
Common events are: details of when a member commences a retirement phase income stream, including death benefit income streams.

Details you need to provide include: type of income stream, the value, start date.

Fund Wind Up

$242 + GST

If you decide to wind up your fund Just Superfund will provide a step by step instruction of what steps you need to perform, will assist in rolling over your assets to any other fund as well as lodge any necessary paperwork with the Australian Tax Office.

PLAN - PRICE

Description

Electronic Services (ESA)
$49 + GST

An Electronic Service Address to allow SMSF's to receive superstream contribution data sent by employers, manage and process release authorities and rollovers in a compliant way.

ASIC Registered Agent
$150 + GST

Professional services in relation to dealing with the Australian Securities and Investment Commission requirements and solvency resolution.

Contravention Report

$110 + GST

Preparation of an Auditor Contravention Report (ACR) due to a qualified audit report resulting from a contravention to Superannuation Law.

Bare Trust Setup

$880 + GST

A bare trust is set up only if the SMSF needs to take out a loan (from a bank, a private lender, or any other source) to purchase an asset.

PLAN - PRICE

Description

Bare Trust Corporate Trustee Setup
$880 + GST

Company setup to be trustee of the bare trust. Note: The corporate trustee of your SMSF, cannot be the trustee of the bare trust.

Accountant Letter For Loan
$110 + GST

Preparation of an Accountants letter to satisy a lenders request.

Audit Protection

$330 + GST

Just Superfund will liaise with the ATO on your behalf for any SMSF matter, such as: an ATO audit or review, private ruling application, update of member details, application for remission of penalties, extension to lodge request etc

Need more information on how we can help as your SMSF Specialists?

RESULTS

OUR GOOGLE REVIEWS

Udianis ZUdianis Z
06:54 26 Oct 23
I had a very positive experience with the tax return service. They were efficient, professional, and consistently responsive. I felt well taken care of throughout the process. Highly recommend their services to anyone looking for a reliable and hassle-free tax filing experience.
Harvey MealeHarvey Meale
09:39 22 Sep 23
I never leave reviews for anything but these guys made what I thought we going to be a massive headache, really simple.They acted super swiftly and we're affordable.Amazing service.
Kiki DedesKiki Dedes
01:33 12 Sep 23
Professional and extremely efficient.
Josh HoubenJosh Houben
07:06 31 Aug 23
Professional & fast. Highly recommend
Josh WalshJosh Walsh
23:35 24 Aug 23
Taxopia have been quick and easy to deal with. I really appreciate your work. Cheers.
Vasanth SanthoshVasanth Santhosh
09:24 17 Aug 23
Excellent tax professional service and I am very satisfied with the services provided.
Dinu StamatescuDinu Stamatescu
03:07 16 Aug 23
Great service, we would recommend it.Well priced as well
E KE K
04:22 02 Aug 23
Excellent service and Joe went above and beyond to help me find a solution to my problem!
Luke AshwoodLuke Ashwood
07:00 26 Jul 23
So simple and easy to use I am now using for my company and personal tax returns. Time back in my day.
Keith WheelerKeith Wheeler
02:44 11 Jul 23
Amazing! I was thoroughly impressed by the exceptional service provided by the Taxopia team. They showed promptness in responding to my inquiries and emails, while offering a transparent and equitable pricing structure. Their extensive range of services coupled with their profound expertise in the field left me thoroughly satisfied.
Ez ThaiEz Thai
06:30 11 May 23
Super fast respond, great communication. On the website stated that it would take around 6-8 weeks but I have my tax done much faster than that.Thank you.
Ian jfIan jf
05:38 03 May 23
Cost effective provider of company tax returns. Prompt and efficient. Have used for years with my business and had no issues
James ReedJames Reed
05:47 24 Apr 23
Simple no frills service at a great price.
Lisa ThatcherLisa Thatcher
10:06 12 Apr 23
Taxopia are particularly useful for BAS Agents. Create a full service offering for clients. Efficient, clear and timely.
Fardin EliasFardin Elias
07:56 10 Mar 23
Going into the process of having to do many years of company tax returns was a source of anxiety for me. But the good folks at Taxopia made things pretty smooth. I really liked the option of choosing the level and cost of service to be provided.I learned some things about accounting along the way and some helpful practices to help keep my books in order going forward.The tax agent was very courteous and professional and gave some valuable advice whenever necessary.Being able to register online and do things through cloud accounting and communicate digitally is a big plus for me. I highly recommend Taxopia for their straight forward, effective and professional service!
First StepFirst Step
23:41 13 Feb 23
I never thought I could complete my own individial tax return let alone a business tax return. Taxopia offer clear and informative instructions in the online tax returns forms. The process is efficient and Taxopia's assistance and communication is likewise.
C&P CahillC&P Cahill
09:04 12 Dec 22
Excellent service, always efficient and reliable.
Andrew GardnerAndrew Gardner
06:15 01 Dec 22
Great service, very fast and helpful, takes away the pain of this annual chore. I have used them for the last 5 years, both personal and business and would recommend them.
Jessica FallowJessica Fallow
12:05 21 Nov 22
It's rare that I give 5 stars, but Taxopia have been so good to deal with this tax time.Their online portal is ridiculously easy to use and explains out all the different areas you can claim and what to claim easily.It didn't take long to complete the actual forms online, I felt reassured I had done it correctly, my progress was saved as I went, and most importantly it was affordable!I even needed my return back by a specific date and Taxopia rushed it through to get it done.Would definitely recommend to my family and friends and will be using them next year.If your on the fence and considering using them, don't be just do it!!
Kerry MurphyKerry Murphy
03:38 06 Oct 22
Very professional and transparent and affordable pricing especially for small business owners.
Thomas PombartThomas Pombart
08:58 12 Sep 22
Excellent turn-around time, feedback - 10/10
romney sarinisromney sarinis
05:31 11 Aug 22
Easy, hassle free & efficient. Will definitely recommend and continue to use in the future
Toby BoultonToby Boulton
03:15 21 Jul 22
Taxopia was great to deal with and provide a very prompt service. Great communication and service.
Cory HerbertCory Herbert
19:46 30 Jun 22
These guys are super easy to deal with and have helped immensely with my company tax returns. I highly recommend using the team.
Josh QuarmbyJosh Quarmby
03:13 31 May 22
I have recently started working with the team at Taxopia and absolutely love their level of customer service and communication. They are an absolute pleasure to work with.
Marc MMarc M
05:20 21 May 22
Have been with Taxopia for years; efficient, knowledgeable & speedy service. 🙂
Alisha PattersonAlisha Patterson
10:04 08 Feb 22
My experience with Taxopia was so refreshing. Efficient service for a small business tax return. Thank you very much team 🙂
snaglet 22snaglet 22
02:15 25 Nov 21
Swift reply to a new client.
Stefan ZvonarStefan Zvonar
22:00 11 Aug 21
Extremely knowledgeable and professional accountants. Highly recommended.
Briar FreeseBriar Freese
07:17 11 Aug 21
Professional, easy and prompt. Would recommend!
Damien BeerDamien Beer
07:24 09 Aug 21
Taxopia provided a diy solution for submitting my company tax return, which was well set out, easy to follow and priced very competitively.
Tom MorleyTom Morley
05:45 23 Jul 21
Super responsive. Love it all being online and accessed through my cloud accounting software.
Jacqui GibbonsJacqui Gibbons
02:18 17 May 21
Very easy to navigate, effective and quick communication, highly recommend.
Jess DamettoJess Dametto
23:53 15 Oct 20
Very impressed with Taxopia's service. They were very quick to respond and once all information was provided my Tax Return was processed within a week! Takes the stress out of tax time and will definitely be using their services again next year. Thank you!
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WHY CHOOSE FOR YOUR SUPER FUND NEEDS?

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.

SMSF Specialist Services

Frequently Asked Questions

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?
A: Taxopia provides a comprehensive suite of SMSF services designed to make managing your fund as straightforward as possible. Our services include: Setup: We handle all aspects of establishing your SMSF, including the trust deed, registration with the Australian Taxation Office (ATO), and setting up a bank account. Compliance: We ensure your SMSF complies with all relevant laws and regulations, including preparation of annual financial statements and member statements. Administration: Ongoing administrative support to manage the day-to-day running of your SMSF. Tax Return Preparation: We prepare and lodge your SMSF’s annual tax return. Audit Coordination: We arrange the mandatory annual audit of your SMSF by a registered auditor.
Q: How do I set up an SMSF with Taxopia?
A: Setting up an SMSF with Taxopia is a streamlined process. Initially, we conduct a consultation to understand your needs and objectives. Following this, we: Establish the SMSF trust deed and related documentation. Register the SMSF with the ATO to obtain an Australian Business Number (ABN) and Tax File Number (TFN). Assist with setting up a bank account in the name of the SMSF. Provide guidance on rolling over existing superannuation balances into your new SMSF. Throughout this process, our team is on hand to answer any questions and ensure everything is set up correctly.
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.

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.

GET $100 OFF ON BASIC PACKAGE

Continue With Lite Package

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.

GET STARTED WITH THE BASIC PACKAGE

Continue With Lite Package

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. 

*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!

*Excludes public holidays, weekends and office closure dates.

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.

Yes, let’s go!

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.

Get started now!

* 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.

Get started now!

* Premium Package pricing conditions ($1200+ 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.

Get started now!

* Standard Package pricing conditions ($800+ 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.

Get started now!

* Basic Package pricing conditions: ($400+ GST):

If you do not qualify for this option, you will need to consider our Standard Package ($800+ 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.

Get started now!

Company or Trust Tax Return for Accountants & Bookkeepers

* BASIC PLAN ($400+ GST) CONDITIONS:

* STANDARD PLAN ($800+ 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.

Get started now!

* Premium Package pricing conditions ($1200+ 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.

Get started now!

* Standard Package pricing conditions ($800+ 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.

Get started now!

* Basic Package pricing conditions: ($400+ GST):

If you do not qualify for this option, you will need to consider our Standard Package ($800+ 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.

Get started now!

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