Annual  Annual

From $2,095 p.a.

Our year-end compliance solution.

Annual is designed for those seeking a year-end compliance service and caters to a broad range of fund assets.

Included in the price are activities such as reviewing your fund's compliance with in-house asset rules, annual statutory requirements (preparation and lodgement of annual financial statements, income tax and regulatory returns), reconciliation of non-data fed assets such as collectibles, and access to linked services.


  • Annual processing of transactions
  • Fund compliance activities including tax lodgement
  • Rollover facilitation
  • Flexibility to include additional assets in the fund (at an additional cost)


Standard inclusions:

  • Unlimited data-fed investments (i.e. assets which provide transaction information electronically)
  • Daily valuation of data-fed assets
  • Five manual assets, including a maximum of one investment in residential or commercial property
  • Two pension accounts
  • A range of additional services and investments are available, however additional charges may apply, for more refer to the Financial Services Guide

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Establish a new SMSF with Annual


Transfer an existing SMSF to Annual 


Resume an existing SMSF application