Services · SMSF
Your fund's accounts, tax return and audit — one firm, fixed fee.
We've run SMSF funds for Essendon clients since the SIS Act came in. Our SMSF Complete package handles the accounts, the lodgement and the audit for one fixed annual fee.
What this covers
Everything in scope, in plain English.
- Annual SMSF financial statements
- Annual SMSF tax return
- Independent audit by a separately employed registered SMSF auditor in the firm
- Member statements and TBAR reporting
- Contribution and pension compliance review
- Annual strategy call before 30 June
Why it's different
One roof, one fixed fee.
01
Accounts and audit in one firm
SIS Act compliant, with independence safeguards in place. The auditor and the accountant are under the same roof.
02
No audit surprises
Fixed $2,950 a year — no surprises, no audit “additional fees” landing after the work is done.
03
Pension-phase experienced
TBAR events, pension commencement and transfer balance cap usage — handled as part of the package.
Pricing
Book a 15-minute call → $2,950 per year, per fund.
Read the full SMSF trustees page for onboarding, compliance detail and the readiness guide.