Ongoing Costs & Services.

As part of our fully comprehensive service DIY Super can attend to all of your annual accounting and compliance requirements including:

• Preparation of detailed Financial Statements
• Preparation of the annual documentation for the appointed Trustee, including Minutes for Trustee meetings, Trustee Declaration etc.
• Preparation of Members Statements
• Liaising with the Australian Taxation Office when necessary
• Reconcile all ATO accounts every year
• Preparation and lodgement of Income Tax and Regulatory Returns by KMW Accountants
• A complete audit of the fund using a specialist SMSF auditor

Fees are estimated at the commencement of DIY Super overseeing your Self Managed Super Fund to ensure that you are aware of all costs and considerations upfront.

Other associated Annual Costs

• Australian Taxation Office Supervisory Levy - $150
• ASIC Annual Return Fee* - $40

* For Corporate Trustees solely acting as Trustee for a SMSF

For more information regarding running a SMSF refer to our Brochure & Fact Sheet page.