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Simplify. Grow. Profit.
SMSF & Portfolio Packages Table

Package SMSF Package Portfolio
Monthly pricing (including GST) $249 Monthly pricing (including GST) $149
Xero Subscription Xero Subscription
Xero Any Device, Anywhere, Anytime Xero Any Device, Anywhere, Anytime
Unlimited Xero support Unlimited Xero support
SMSF Annual Financial Statements Trust Annual Financial Statements
SMSF Income Tax Returns Trust Income Tax Returns
SMSF External Audit Annual review and strategy meeting, in person, phone, Skype
Annual review and strategy meeting, in person, phone, Skype Secure client login access
Secure client login access

Added Features

Added Features
Corporate Secretarial Corporate Secretarial
ASIC lodgement ASIC lodgement
Access to us by phone and email Access to us by phone and email
Record keeping processes Record keeping processes
Regular newsletters and alerts Regular newsletters and alerts
Connect with us via our social media Connect with us via our social media
Optional features for an additional monthly amount $49 per month* Add $49 Optional features for an additional monthly amount $49 per month* Add $49
BAS preparation and lodgement BAS preparation and lodgement
Sharesight Subscription - online portfolio management software for share market investors Sharesight Subscription - online portfolio management software for share market investors
Tax planning and projections Tax planning and projections
Tax planning meeting via phone or Skype Tax planning meeting via phone or Skype

Save yourself valuable time with our Optional Bookeeping feature from an additional $99 per month*

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