$990* fixed-fee

self-managed super funds

CM Accountants can help you administer your self-managed superannuation fund for an astoundingly low fixed fee of $990*. Available for all new SMSF clients only.
Allocations limited, so get in quick.

Offer ends in


terms and conditions apply*

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[accordion-item title=”What is included in the $990 cost?”]CM Accountants will prepare a detailed set of annual financial statements comprising Statement of Financial Position, Operating Statement, Compliant Members Statements and Detailed Investment Reports. We will also prepare the Annual Return, facilitate an independent audit process and lodge the Annual Return with the Australian Taxation Office. In addition to all of this we provide unlimited compliance support and advice for all matters concerning your SMSF.[/accordion-item]
[accordion-item title=”What is not included in the $990 cost?”]The following costs are not covered in the above:

• Annual Independent Audit (cost range between $385 and $440)
• Actuarial Certificate provided by an independent actuary, if required (cost of $110)
• Annual ATO SMSF Supervisory Levy ($588 for first year funds, otherwise $259)
• Establishment of new SMSF ($550 for the SMSF plus $990 for establishment of corporate trustee if required)[/accordion-item]
[accordion-item title=”Will your fees increase from $990?”]The $990 fee structure is a promotional cost for year 1 only. Our fee structure for year 2 will increase by $110 to $1100. Any future increases in annual fees will be applied where reasonable, however, these fees will not exceed $1320.[/accordion-item]
[accordion-item title=”Who will be attending to the work for my SMSF and where will this work be carried out?”]Only professionally qualified accountants employed directly by CM Accountants will be working on your SMSF. All of this work will be carried out in our Adelaide and Melbourne offices. We value our role in the Australian accounting profession and will not consider outsourcing any of your SMSF processing tasks to third parties, especially those located overseas.[/accordion-item]
[accordion-item title=”How do we pay our fees?”]Should you wish to take advantage of our $990 year 1 fee structure, your Fund will need to complete a direct debit form to have monthly payments of $82.50 deducted from your SMSF’s main bank account. At the commencement of your second year with CM Accountants the monthly direct debit amount will increase to $91.66 per month to reflect the $1100 annual fee structure.[/accordion-item]
[accordion-item title=”What happens if I engage you and at some point in the future wish to move my affairs elsewhere? Am I entitled to a refund of overpaid fees if work has not been completed?”]Should you decide to have the administration of your SMSF attended to by a different accountant / administrator we will provide you with all relevant information as soon as possible to facilitate this move. We will also refund any monthly payments for a financial year for which your Funds’ work has not been finalised or significantly commenced.

Alternatively, should we complete your Fund’s annual compliance activities in, for example, September and you choose to move your affairs elsewhere in December, you will be required to make a payment to us for the balance of monthly payments for the period January to June for that financial year.[/accordion-item]
[accordion-item title=”How do I deliver my documentation to you?”]CM Accountants maintain a serviced office in South Melbourne where documents can be posted or physically delivered to. Callan Martin frequents this office on a monthly basis and you will be able to coordinate meetings with him should you wish to personally deliver documents to him. Alternatively, documents can always be delivered with the use of appropriate and secure electronic measures (email, dropbox etc).

[accordion-item title=”How are CM Accountants different from other SMSF administrators”] In addition to offering SMSF compliance services at a discounted rate comparable to that of SMSF administrators, CM Accountants also provides you with compliance advice from qualified, locally based, in-house professional accountants.

Where other SMSF administrators offer links with information as a response to your query, we offer one-on-one, personal advice tailored to your needs. Unlike other SMSF administrators we are a boutique accounting firm with a suite of accounting, tax and advisory services available to individuals, businesses and investors. Check out the rest of our website for further details.

Our $990* fixed-fee SMSF allocations are strictly limited. Contact us today to reserve your booking

info@cjmsa.com.au    (03) 9685 7557