BRONZE
Simple Cash
Simple Cash
SILVER
Cash & Shares
or Cash & Managed Funds
Cash & Shares
or Cash & Managed Funds
GOLD
Cash & Shares & Managed Funds
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
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
MSE PORTAL
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
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
MSE PORTAL
POA
Pension Phase
Paid monthly or
Annually (5% discount)
Annually (5% discount)
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