An individual, contractor, professional, small business owner or property investor, you need to plan to protect your assets for a comfortable retirement.

You have an SMSF because you want control and choice in regard to your wealth - we won't tell you what to invest in or what banks or platforms to use, we'll simply point you in the right direction. 

With Stone Accountants, you have access to an experienced team of tax accountants and SMSF specialists. The right advice is only ever a phone call away.

Included in our SMSF accounts service:

  • Preparation of annual accounts and SMSF tax return.
  • Online access to your up-to-date SMSF reports.
  • We look after all ATO correspondence on your behalf.
  • Preparation and lodgement of your activity statements.
  • Liaison with our independent auditors.
  • Unlimited phone support from our expert team.

To find out more about our Self Managed Superannuation Fund administration, accounting services contact us now.

 


Extras

  • Annual Pension Management - One member $180
  • Annual Pension Management - Two members $240
  • Residential/Commercial Property - quote
  • Actuarial Certificate $176
  • Property Valuation $99
  • Title Search $55 or $99 depending on State

Catch Up Fee

A catch up fee is applicable for funds that commence part way during the year so that by 30 June each year the full annual fee is payable - a discount applies to newly established funds.

Definition of Standard / Non Standard

Standard Fund include funds where all bank accounts and investments have direct data feeds available. This would include cash, term deposits, listed equities, certain managed funds, & wrap Accounts etc

Non Standard Funds are funds that hold bank accounts or investments that do not have direct data feeds and require manual processing. This would generally unlisted investments such as direct property, unlisted unit trusts, certain managed funds, derivatives, collectables etc

Transition Fee

A once off transition fee is payable where the historical data needs to be reconstructed (e.g. the current software file is not available). This is not applicable for funds in the first year of operation.


Stone Financial Services Pty Ltd (ASIC No. 318837) ABN 24 125 161 435 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Joanne Hahnel (ASIC No. 313858) is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

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General advice disclaimer

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.