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Limited Time Fee Offer

If you’d like to upgrade the SMSF service levels your clients are receiving to Strategic Administration, then our limited offer will be of interest to you. 

Where an application to transfer an existing SMSF’s administration to our service has been submitted between 20 January 2025 and 30 June 2025, we will waive our base administration fee for the preparation of the 2024-2025 financial statements and income tax returns.  Ancillary fees (audit, actuarial and various non-standard items) will still apply.
 
In addition to an enhanced SMSF service, key considerations for your clients are:
  • if they have not paid fees in advance for the 2024-2025 work they will enjoy an immediate saving of between $1,740 and $2,184
  • if they have paid non-refundable administration fees then they will not be disadvantaged
It is important to note, that our reasonable expectation is that funds that transfer to our service under this special offer will remain with us for at least 3 full fee-paying years unless they leave your influence, the fund is wound up due to the death of a member or our service standards fail. If they do not fulfil this requirement the fee waiver will be reversed. This offer is not automatically applicable to funds that are intended to be wound up or are experiencing compliance issues. Neither is it applicable to SMSFs established in this financial year.
 
If you wish to discuss this further, please contact David Busoli, dbusoli@smsfalliance.com.au or 0499 778 584 or register as an Alliance Partner.

Please Note: We are a business-to-business service provider so this offer is limited to financial planners and accountants wishing to outsource their SMSF administration.