SMSF360 Pty Ltd | SMSF Fee Quote

Adviser SMSF Quote Request Form

Please fill out this form should you wish to get a quote relating to our SMSF administration and compliance services. We will respond to your request within 24 hours.

Adviser Name*
First Last
Telephone*
Contact phone number
Email
Client Name
Fund Quote Request
- New Fund
- Existing Fund (takeover)
SMSF Trustee structure*
- Corporate Trustee
- Individual Trustees
- I wish to discuss further
SMSFs can have either individual trustees or a company act as trustee of the Fund. A corporate trustee has additional responsibilities each financial year in reporting to the Australian Securities & Investment Commission (ASIC).
Fund Structure*
- Accumulation Phase
- Pension Phase
Outline whether the Self Managed Super Fund members are in accumulation phase or whether at least one member is receiving a pension from the fund.
No. of Fund Investments (Direct)
Please enter a number from 0 to 100.
Outline the number of direct investments held within the SMSF (e.g. bank account, property, shares). Do not include investments held within a Wrap (or similar) Investment platform here.
No. of Fund Investments (Wrap)
Please enter a number from 0 to 100.
Outline the number of investments held by the SMSF within a Wrap (or similar) Investment platform (do not include directing held investments here).
Is the SMSF registered (or required to be registered) for GST?*
- Yes
- No
- Unsure
A SMSF that is required to be registered for GST has additional reporting obligations to the Australian Taxation Office. We will contact you to discuss out fee structure further where the fund is required to be GST registered.
Do you wish to include Audit Protection Insurance within the fee agreement?
- Yes
- No
SMSF360 can provide SMSF Trustees with up to $5,000 of audit protection cover through Self Super Insurance to cover against audit activity by the ATO and or other government agencies.
Additional Information
If you wish to include further information such as strategy notes regarding the the prospective SMSF360 client, please attach here.
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