Minimum Package	SMSF	Minimum Package	Investment Portfolio
Monthly pricing (including GST)	From $335 *	Monthly pricing (including GST)	From $295*
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
Additional Features		Additional 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 $90 per month*	Add $90	Optional features for an additional monthly amount $90 per month*	Add $90
BAS preparation and lodgement		BAS preparation and lodgement
Tax planning and projections		Tax planning and projections
Tax planning meeting via phone or Skype		Tax planning meeting via phone or Skype

Minimum Package :- SMSF
Monthly pricing (including GST)	From $335 *
SMSF Annual Financial Statements
SMSF Income Tax Returns
SMSF External Audit
Annual review and strategy meeting, in person, phone, Skype
Secure client login access
Additional Features
Corporate Secretarial
ASIC lodgement
Access to us by phone and email
Record keeping processes
Regular newsletters and alerts
Connect with us via our social media
Optional features for an additional monthly amount $90 per month*	Add $90
BAS preparation and lodgement
Tax planning and projections
Tax planning meeting via phone or Skype

Minimum Package :- Investment Portfolio
Monthly pricing (including GST)	From $295*
Trust Annual Financial Statements
Trust Income Tax Returns
Annual review and strategy meeting, in person, phone, Skype
Secure client login access
Additional Features
Corporate Secretarial
ASIC lodgement
Access to us by phone and email
Record keeping processes
Regular newsletters and alerts
Connect with us via our social media
Optional features for an additional monthly amount $90 per month*	Add $90
BAS preparation and lodgement
Tax planning and projections
Tax planning meeting via phone or Skype