Fees
Fees are determined by several factors, including the software used to prepare the financials, the types of investments held within the fund, contributions, Non-Arm's Length Income/Expenses (NALIE), benefit payments, rollovers processed, and the time required to complete the work. Each of these factors contributes to the complexity of the SMSF audit or review and influences the overall fee.
The fee structure is primarily based on the fund's risk matrix, which reflects the nature and complexity of its financial situation, as well as the amount of time required to complete the necessary tasks. More complex funds or those with higher risk profiles may require additional time and expertise.
For clients who prefer a fixed-rate fee structure, I am available to discuss and provide tailored solutions that align with your specific needs. Please feel free to reach out to me for further clarification or to request a quote based on your preferred fee model.
SMSF Audit Checklist and SMSF Risk Matrix
To receive a detailed SMSF Audit Checklist and SMSF Risk Matrix, please complete the following information. These tools will provide an in-depth overview of your SMSF’s pre-audit and audit requirements and help assess its associated risk level.
