Which package suits you, your budget and your SMSF needs?

Giving you 24/7 access to up to date and accurate details of your investments and SMSF data from any device.

Whenever you want, you can simply access your personal & secure portal to view all of your investment data.

Up to date information at any time on any device.

We can offer you a fully optimised desktop and/or mobile experience.  Our simple and intuitive interface gives you secure access to all the information you need, whenever you need it.  You can quickly view your investment income, performance, valuations, asset allocation and more. The ASC Client Portal provides you with all the current data and reporting you need to support and feed your investment decisions.

The ASC Portal will help keep you informed and up to date – it also provides personal reminders for compliance, such as monitoring pension limits and contribution caps.

Built around the needs of you as trustees and investors

The ASC Client Portal provides you with the next generation of information access. Built on our experience, we have worked closely with an extensive number of trustees and investors to understand their varying situations and needs, this new experience has been built around those requirements.

Most of our clients now rely on the ASC Client Portal every day to quickly and efficiently administer their SMSF.

Contact us to arrange a demonstration of the portal to see how you will benefit.

PREMIUM PACKAGE: Giving you full control & flexibility

From $733 per month

In additional to the Classic Package, the Premium Package gives you a document management portal where all fund records can be accessed and stored.  In addition to this you can benefit from 2 face to face meetings with your dedicated SMSF manager.

CLASSIC PACKAGE: OUR MOST POPULAR PACKAGE! Expansion of your fund with extra benefits

From $366 per month

Our classic package is our most popular package.  Giving you all the benefits of the Annual Package with the added bonus of a dedicated accountant, unlimited investment choices and real time data processing. This package is for those looking to really take charge of their fund and are looking for specialist advice and audience.

BASIC PACKAGE: Our starter package, focusing on growing your super fund

From $183 per month

This is our entry level package, we take care of all the annual administration of your SMSF fund for a fixed monthly fee.  Allowing you to focus on growing the fund balance while we take care of the compliance and administration for you.

Unsure which package suits you, your fund and your budget?  Give us a call to discuss your needs and we can run over the differences in packages and make a recommendation that would meet all your requirements.

Premium

Giving you full control & flexibility
$733/Month
  • Includes all that the Basic & Classic Packages has to offer plus the following:
  • Dedicated accountant & advisor
  • 24/7 access to ASC Client Portal 
  • Assistance with opening & managing accounts
  • Multiple face to face meetings per year
  • No restrictions on types of investments
  • Access to specialist accountants for taxation & SMSF technical queries, at no extra cost
  • Full access to SIS technical expertise
  • Assistance with rollover of funds into SMSF (may require SOA)
  • Share trading administration
  • Property management, including preparation of rental invoices & payment of property expenses
  • Provision of quarterly reports
  • Trust deed amendments, as required
  • Catered events & SMSF updates
  • Additional services available – see table below
What is included in each package?

Basic

Focus on growing your super fund balance
$183/Month
  • Dedicated accountant & advisor
  • Annual reporting
  • Guarenteed fund compliance
  • Preparation of SMSF financial statements
  • Preparation of SMSF tax return
  • 1 Face to face meeting per year
  • Reduce your annual paperwork with autonatic investment & bank data feeds (where available)
  • Maintain trustee and fund records
  • End of year checklist
  • Liaison with SMSF auditor
  • Facilitation of actuarial & legal services
  • Transition from another provider
  • Email & technical phone support
  • Catered events & SMSF updates
  • Additional services available – see table below
What is included in each package?

Additional Services

Deed Services

Trust deed amendments for change of Trustee/s or Directors $275 per amendment
Trust Deed update service, for changes to rules and regulations $165 per update

Taxation Services

Preparation, lodgement and Payment of BAS, PAYG $160 per hour
Annual ASIC corporate trustee renewal return $110 per year
Assistance with ATO audits or reviews $160 per hour

Extra Services

Winding up a fund (may require SOA) $220
General accounting and SMSF Consulting $160 per hour
Pension Establishment (may require SOA) $275
SMSF Technical Advice $220 per hour
SMSF Planning $160 per hour
Transition to another provider $220
Statement of Advice (SOA) From $770 per SOA
Establish SMSF as individual (may require SOA) $660
Establish SMSF as Corporate Trustee (may require SOA) $1,650
Annual Audit of fund $605
Actuarial Certificate $176
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