We have decided to extend our special fee offer to no later than the end of September. The number of SMSFs we can accept under this offer is limited so it will close earlier once this limit has been reached though fund transfers in progress at that time will still be accepted if we are made aware that they are on the way.

Essentially the offer is that we will waive our base fees for the 2023/2024 accounts. Other scheduled fees, including audit, will be charged when the 2024 accounts are completed. Note that this offer will not apply for funds with material problems. Also, it is a condition that a fund remain on our administration systems for at least 3 full fee-paying years, or the waived fee will become payable. This means funds that are intended to wind up shortly should not apply.

For more details, please contact Sarah Pressler on 0459 296 197 or spressler@smsfalliance.com.au.

Best wishes for the New Year!