BRONZE
Simple Cash
SILVER
Cash & Shares
or Cash & Managed Funds
GOLD
Cash & Shares & Managed Funds
Property
LEVEL 1
< 15 transactions p.c.m.
Daily bank feeds / quarterly registry
Portal / Online Access
Up to 4 members
For MSE Data Feeds on standard list
MSE PORTAL + MSE ACCOUNTING & TAX + MSE AUDIT
990
1750
2250
MSE PORTAL
700
1450
1950
POA
LEVEL 2
> 15 transactions p.c.m.
Daily bank feeds / quarterly registry
Portal Access
Online Access
Up to 4 members
For MSE Data Feeds on standard list
MSE PORTAL + MSE ACCOUNTING & TAX + MSE AUDIT
1150
2050
2650
MSE PORTAL
850
1750
2350
POA
Pension Phase
Paid monthly or
Annually (5% discount)
400
Setup Fees

SMSF establishment $660
SMSF corporate trustee   $ 935
SMSF trust deed (upgrade of existing)  $ 440                

 

  • Pricing is in Australian Dollars and inclusive of GST.
  • Credit card purchases will incur a .65% surcharge

 

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