For more informationNTAA Corporate
Contact Haley Craig | [email protected] | 1800 799 666 | www.ntaacorporate.com.au
SMSF Engine
Contact Gerard Hannan | [email protected] | 1800 700 666 | www.smsfengine.com.au
In Partnership with:
SMSF SERVICES FOR NTAA MEMBERS
Complete SMSF solutions.What you need,
when you need it.
EXPERIENCED LEGALLY ASSURED
COMPLIANTNTAA ENDORSED
Whether establishing, amending or managing your clients’ SMSFs, our team can offer you a complete solution. We can assist your practice with SMSF establishment, administration, actuarial certificates, audit, pension
management and deeds of variation, providing support throughout the lifecycle of your clients’ funds.
Our approach is flexible. We don’t require lock in contracts, allowing you to choose which service you need at a
time that best suits your practice.
When you use one of our services, you will be guaranteed:
Personal service
High quality documents
Legal assurance
Expertise
Flexibility
Compliance
For full details of prices, terms and restrictions please visit our websites | www.ntaacorporate.com.au | www.smsfengine.com.au
CO MPLIANCE
L
EG
AL
ASSURANCE
EXPERT
ISE
Pension Management
Deeds of
Variation
Administration
Actuarial Certificate
SMSF establishment
Audit
YOUR PRACTICE
SMSF establishment, variation and pension management through NTAA CorporateSMSF Set-up – $143
Set up a new Self Managed Super Fund, simply by completing the online form. The structure
is reviewed by our staff before producing the full suite of documents to ensure it is legally
sound and meets the superannuation rules.
Deeds of Variation – from $195
Our in-house legal team will review and provide documents which amend an SMSF’s existing
trust deed, taking into account current superannuation laws, the latest planning strategies
and various lender requirements. Our solicitors sign off each variation to ensure it is handled
professionally, correctly, and importantly, that legal work is completed by a legal practitioner.
Replace a Lost Deed – $275
If your client cannot find a copy of their latest deed, we provide a service to replace the deed
acknowledging that, despite their best efforts, the trustees can’t find the deed are adopting a
new one. Best of all, this replacement deed will be totally up to date with current law.
Back office SMSF administration, audit and actuarial services through SMSF EngineDaily Administration including Audit and Software – from $110 per month
Our Daily Administration service provides a greater level of access and information to
Clients, Trustees and Advisers. On a daily basis, all the transactional data of the fund is input,
investments are re-valued and member transactions can be processed. Our fee includes
annual services (preparation of accounts, member statements, minutes and tax returns),
independent audit, class software licence and online access to client view.
Annual Administration including Audit – from $825 per annum
Under our Annual Administration service we can complete your annual compliance work
using your preferred software. Our fee includes annual administration (preparation of
accounts, member statements, minutes and tax returns), plus independent audit.
Actuarial Certificates – from $143
We have teamed with McGing Actuarial to develop a quick and easy online process where
you can have your certificate completed and ready for immediate download within minutes.
Additional SMSF Services
l Standalone Audit $495
l Residential Property Valuations $99
l Pension Kits from $330
l Title Searches from $55
l Tax Lodgement from $275
For full details of prices, terms and restrictions please visit our websites | www.ntaacorporate.com.au | www.smsfengine.com.au