A single annual fee, shaped to your fund.
The year’s administration, accounting, compliance and tax-agent work is covered by a single fee agreed before we start. The fee reflects the fund: the number of members, the kinds of assets it holds, and how much activity runs through it in a year.
What every fund includes
The full annual rhythm is always part of it: year-round records and accounts, member balances, independent audit coordination, annual return preparation and lodgement, ATO correspondence and year-round support from people who know the fund.
The fee schedule
| Service | What’s included | Annual fee |
|---|---|---|
| Annual administration | Records, accounts, audit coordination, SMSF annual return and lodgement. | Quoted before work begins |
| Pension-phase administration | The above, plus pension compliance and member reporting. | Quoted before work begins |
The independent audit is performed by a separate, registered SMSF auditor. If its cost is billed separately, we show it in your quote. Fees cover administration and tax-agent services only. Evenwise does not provide financial product advice.
Tell us about your fund.
Send through a few details and we will come back with the annual scope and fee. No obligation either way.