Fixed fee SMSF Compliance Package

Maximise your superannuation and free up your time, with a FIXED fee SMSF Compliance Package from XO Accounting.

With a XO Accounting fixed price annual SMSF Compliance Package ($1,705 per annum Inc GST), you’ll benefit from our investment in technology keeping your record-keeping and compliance up to date and easier than ever. Plus you’ll have the support of our professional accountants, so you can be sure you’re SMSF is fully compliant and up to date at all times.

What’s included in your SMSF Compliance Package?

With a monthly SMSF Compliance Package from XO Accounting, you’ll enjoy the benefits of:

Our Administration Services including:

  • Establish new members
  • Terminate exiting members
  • Process all transactions
  • Revalue all assets
    • Listed equities and managed funds (Daily where share and unit prices are available)
    • Direct property (Annually)
    • Commercial property may require an additional valuation fee (Annually)
    • Collectibles may require an additional valuation fee (Annually)
  • Establish and rollback Pensions
  • BAS and IAS Administration
  • ETP Lump Sum withdrawals

24/7 Online Access to:

  • Member Balances
  • Asset Allocations
  • Investment Strategy Tracking
  • Contribution and Pension Tracking
  • Taxation analysis and reporting
  • Bank transaction reporting

Annual Compliance Services:

  • Preparation of an annual Balance Sheet
  • Preparation of an annual Profit & Loss Statement
  • Preparation of annual Member Statements
  • Preparation of transactional and annual Trustee Resolutions & Minutes
  • Preparation and Lodgement of an annual Income Tax Return
  • Audit of SMSF

So how much does SMSF Compliance cost?

Whether you have one or many investments there is one simple plan that suits all of $1,705 per annum (Inc GST).

AUSTRALIA OFFICES:
Adelaide | Brisbane | Melbourne | Melton | Perth | Sydney | Weribee
NEW ZEALAND OFFICES:
Auckland | Pukekohe
1 800 106 141