How do you charge?
Our fees are based on the size of your Fund categorised from small, medium to large. The size is determined by the number of investments held at the end of each financial year. Therefore, you have a good understanding of what your fees will be each year.
If a major change occurs within your Fund, generally there are other administration requirements. For example, starting a pension, purchasing a property or change of members. Understandably, we would prepare all the necessary documents to ensure your Fund is compliant. We would let you know upfront what documents are required and the associated fees.
We don’t charge for phone calls or emails. We encourage all our clients to call and email us frequently regarding any matter to their SMSF. We prefer you keep us in the loop of what is happening in your Fund, so we can alert you of any compliant responsibilities and or actions that are required. We don’t want you to be concerned of fees and charges just because we had a conversion.
Do you charge for the first meeting?
No. Our first meeting is complimentary because we want to get to know you and understand your needs. We also want you to get to know us.
Actually, most of our meetings are complimentary, unless we state otherwise.
We are happy to visit you at your home, workplace or for a coffee or tea at your local cafe.
How can you help me with my SMSF?
Concise Super is a CPA practice, therefore we can help you with all your accounting, administration and tax matters relating to your SMSF. We can prepare your financial statements, member’s statements, annual return and any other documentation relating to changes that occur within your Fund.
We can help you with the administration of your SMSF including filing your paperwork and bookkeeping.
We educate you with our specialist advice regarding your SMSF compliance responsibilities. We also keep you up to date with SMSF related legislation changes.
Concise Super is also a tax agent and are able to lodge your SMSF annual return with the Australian Taxation Office. We also keep you up to date with lodgement due dates.
Can you audit my Fund?
Every year your SMSF is required to be audited by a SMSF registered independent auditor.
Concise Super have business alliances with SMSF registered independent auditors. We can arrange your SMSF audit and handle any questions the auditor may have.
Can you provide SMSF investment advice?
Investment advice for your SMSF should be sought by a Financial Planner.
We have business alliances with independent Financial Planners with various specialties. We can arrange an introduction according to your needs.
Where is the work done?
We are an Australian business that operates in Melbourne. All our work is done in Melbourne by qualified Accountants.
Can you look after my personal and business tax affairs?
Our practice specialises only in SMSF services, hence why we are SMSF Specialists.
We have business alliances with Accounting Firms with various specialties. We can arrange an introduction according to your needs.
I have more questions…..
That’s ok, feel free to contact us by telephone 03 9838 3055 or use our contact form. We are happy to answer all your questions.