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Email us nowKEY SUPER PACKAGE from $900 plus GST
The Key Super Package offers administration services and caters for SMSFs with basic investments such as cash, term deposits and Australian shares.
This package includes annual compliance and statutory requirements (preparation of your annual financial reports, member statements and lodgement of your annual tax return).
Features
- Flexible investment products. You can use any bank or broker that can provide automated data feeds
- Up to 20 share trades per year
- Investments limited to cash, term deposits and Australian Shares
- All bank accounts and share trading platforms must be automated (data fed)
- Satisfies key administration and compliance activities including tax lodgement
- Access to education seminars and tools
- Additional services are available on request, as outlined in the table below or our Financial Services Guide
CLASSIC SUPER PACKAGE from $1,850 plus GST
Our Classic Super Package is an administration service suitable for funds with more complex investments such as managed funds and international shares. This package allows for limited recourse borrowing arrangements and includes administration of one investment property.
The package includes assistance with rollovers from your existing super fund to your new SMSF, reconciliation of non-data fed assets such as international shares and artwork, as well as administration of account-based or other pension types.
Features
- Daily online access via your personal and secure super fund dashboard, available on any device
- Quarterly reconciliation of all transactions
- Flexibility to choose where and how you invest
- Support from a dedicated client manager
- Fund compliance activities, including preparation and tax return lodgement
- Rollover facilitation
- Access to education seminars and tools
Refer to our quick guide to determine the best package for you.
| Key Super – From $900 | Classic Super – From $1,850 | |
|---|---|---|
| Investment Flexibility | Yes | Yes |
| Access to Administration Services | Yes | Yes |
| Committed Client Manager | Yes | Yes |
| Audit | $450 | From $500 |
| Must be fully automated | Yes | No |
| Property Investment | Additional Cost | One included |
| Online Dashboard Access | No | Yes |
| Telephone Support | Hourly Rate | Free |
| Selected additional services included | No | Yes |
Prices are exclusive of GST
They are a pro-active and progressive organization, always finding ways to further improve the value of the services they provide.
Accessibility and engagement has always been prompt, professional and efficient with excellent support from their friendly office support team
Their advice and assistance has certainly been of great value in negotiating the many complicated superannuation and taxation rules and regulations applicable these days
One is always made to feel welcome, either during personal visits or by telecommunication. Your personal requirements are always considered relevant and important. Their help has been invaluable in guiding me through all the various requirements related to accounting and taxation
Prompt, reliable and accurate advice – no delays, no run-around, no ambiguity. Friendly and personal service
I will continue using NCA for my SMSF tax advice and lodgement. I would struggle to find an alternative that provides such value for money
I trust Hayley totally and feel I could not manage our Superfund as well without her. I am very happy to recommend Hayley to anyone who requires a competent, accurate and personalised service.