232 Boundary Road, Braeside, Victoria, Australia, 3195

Assisting Clients to Prosper
 

SMSF MENU OF SERVICES AND FEES

Indicative Fees 2018

$0 - $250,000

$250,001 - $1,000,000

$1,000,001 - $2,500,000

$2,500,001 +

All prices are ex GST - Please add GST if appropriate        
 PROPOSITION 1
 Compliance
 DESCRIPTION  Compliance

      $1,500.00
      ANNUALLY 

      $3,000.00
      ANNUALLY 
      $4,000.00
      ANNUALLY 
      Negotiable 
 INPUT  Bundled annually from client
 OUTPUT  Accounts
 PROPOSITION 2
 Administration
 DESCRIPTION  Quarterly Administration       $625.00
      QUARTERLY 
      $1,000.00
      QUARTERLY 
      $1,250.00
      QUARTERLY 
      Negotiable 
 INPUT  Received directly from providers
 OUTPUT  Quarterly Investment Reports
 PORTAL  Full Portal Access Included
 PROPOSITION 3
 Full Support
 DESCRIPTION  Full Administration        $275.00
      MONTHLY 
      $500.00
      MONTHLY 
      $666.67
      MONTHLY 
      Negotiable 
 Incl. PAYG, Signatory on bank
 INPUT  Received directly from providers
 OUTPUT  Mthly & qtrly investment reports
 PORTAL  Full Portal Access Included
 SETUP    Once off - first year       $750 +       $750 +       $850+       $950+
 AUDIT    Annual       $450 +       $450 +      $450 +       $450 +
  (On RWA work only)  Once off - first year       $400+       $400+      $400+       $400+

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Comments from our clients

  • "Hi Ross, I just thought that I should tell you that Monty has been helping me with a problem I had with Gracott over the past few months. In this time, his help has been well above what would normally be considered normal for an accountant's role. I have been very grateful for his assistance. …… I thought I should pass this on to you personally."
    - Jill Miglietti, Bervic Engineering Co Pty Ltd
  • "Thanks for the business valuation I am very happy as was my Solicitor with this, the valuation was quite detailed and you went into great detail showing the different methods used in calculating the value also supplying figures to substantiate your calculations. Great work thanks."
    - Jon Everitt, Signarama Moorabbin
  • "It is refreshing to see that your understanding of property transactions and your proactive approach goes much further in depth compared to an average accountancy practice. My recommendation to our clients to seek your expert advice would be without hesitation and encouraged!"
    - Michael Libman, Director (Licensed Estate Agent) Property Choice Pty Ltd
  • "The Planning Session: The process was very good in assisting us to clarify our personal and business goals and objectives. In our case, with each of us running separate businesses, it was particularly helpful in highlighting the directions we were both heading, and where simplification could be applied to create more efficient management..."
    - Kevin Ezard Aquarian Developments (Aust) Pty Ltd - Marketing and Consulting
  • "Many thanks for your work this year. A friendly and efficient company. Our contact with you over the many years of our association has been a pleasure and we look forward to continuing this in the future."
    - Linda and Ray Eades - Carpentry Business and Super Fund
  • "Thank you very much for your help to me and Damian recently. The matter discussed has now been concluded. We feel very fortunate to have you not only as our account but also as our trusted friend."
    - Veronique Moloney – Long standing client

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