Self Managed Super Funds

Losing money in super? Why not secure it now with a Self Managed Super Fund.

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Why Set Up a Self Managed Super Fund with CBTAX?

  • No Initial Set Up Fees
  • It’s Cheaper Than You Think
  • Control Your Risk Level
  • No Waiting Time, Instant Set Up Online

New Self Managed
Super Fund

CBTAX will set up your Self Managed Super Fund which includes applying for an ABN and TFN. On an annual basis we'll prepare financial statements, a tax return for your Self Managed Super Fund and arrange for the audit of your Self Manages Super Fund (by law, we're not eligible to perform the audit of a self manages superfund that we are managing). All these functions are covered from your fixed monthly fee.

The audit is performed by an auditor appointed by CBTAX on behalf of your Value Self Managed Super Fund. The fee for the auditor is paid by CBTAX. The audit fee is included in the monthly cost – no extra audit fee is charged. The cost to you is therefore fixed at a monthly amount.

Tranfer My Existing
SelfManaged Super

If you have an existing SMSF you might want to move it over to CBTAX. We can easily take over the administration, accounting and taxation functions of your existing Self Managed Super Fund when you select a Value Self Managed Super Fund package.

Once your SMSF is transferred to CBTAX, you can choose to have either the $59, $79 or the $99 plan. This is a monthly fixed fee irrespective of the number of transactions in the Self Managed Super Fund. We will send you a direct debit form so we can deduct the monthly fee directly off your Self Managed Super Fund bank account.

Audit My Self Managed
Super Fund

All SMSF’s are required to be audited by an approved auditor. This audit requirement is set out in law under section 35C of the Superannuation Industry Supervisory Act 1993. CBTAX has approved auditors to perform all auditing requirements pursuant to the Act, taking into account current developments.

First of all, if you are a client or prospective client of CBTAX your audit fee and audit service is included in the monthly fee you pay.

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Sustainable Financial Planning Pty Ltd ABN 90 166 168 430 provides its financial planning services as an Authorised Representative of Count. 'Count' and 'Count Wealth Accountants' are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

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