SMSF

Running your own super fund can be complicated, expensive, time consuming and in some cases detrimental to your long term financial well being. With the right advice it needn’t be

Our role is to assist you as a fund trustee to make smart decisions with your super and assist you in the ongoing role you perform as a trustee.

Jigsaw Financial Planning offers a complete SMSF service that is efficient, smart and very cost effective.

Administration, Accounting and Audit combined fees

The ongoing administration of your SMSF includes the services listed as part of the periodic administration and annual lodgement obligations as well as the independent audit.

ADMIN OPTION 1 | NON PROPERTY FUND

$220 per month / $2,640 per annum

 

  • Approved wrap account providers
  • Approved cash account providers
  • Money market service for term deposits
  • No restriction on insurance policies held by the fund
  • Approved direct equities account providers
  • Additional brokers available
  • MDA and SMA services available
  • Includes Audit, Tax Return and Financial Statements

 

Example direct equities accounts:

ADMIN OPTION 2 | PROPERTY FUNDS

 

$250 per month / $3,000 per annum

  • Approved cash, wrap and equities accounts as above
  • Enables direct and commercial residential property investment
  • Limited recourse borrowings accepted at no additional cost
  • Includes Audit, Tax Return and Financial Statements

 

Example cash accounts: