For more informationNTAA Corporate

Contact Haley Craig | haley.craig@ntaacorporate.com.au | 1800 799 666 | www.ntaacorporate.com.au

SMSF Engine

Contact Gerard Hannan | gerard.hannan@smsfengine.com.au | 1800 700 666 | www.smsfengine.com.au

In Partnership with:

SMSF SERVICES FOR NTAA MEMBERS

Complete SMSF solutions.What you need,

when you need it.

EXPERIENCED LEGALLY ASSURED

COMPLIANTNTAA ENDORSED

Whether establishing, amending or managing your clients’ SMSFs, our team can offer you a complete solution. We can assist your practice with SMSF establishment, administration, actuarial certificates, audit, pension

management and deeds of variation, providing support throughout the lifecycle of your clients’ funds.

Our approach is flexible. We don’t require lock in contracts, allowing you to choose which service you need at a

time that best suits your practice.

When you use one of our services, you will be guaranteed:

Personal service

High quality documents

Legal assurance

Expertise

Flexibility

Compliance

For full details of prices, terms and restrictions please visit our websites | www.ntaacorporate.com.au | www.smsfengine.com.au

CO MPLIANCE

L

EG

AL

ASSURANCE

EXPERT

ISE

Pension Management

Deeds of

Variation

Administration

Actuarial Certificate

SMSF establishment

Audit

YOUR PRACTICE

SMSF establishment, variation and pension management through NTAA CorporateSMSF Set-up – $143

Set up a new Self Managed Super Fund, simply by completing the online form. The structure

is reviewed by our staff before producing the full suite of documents to ensure it is legally

sound and meets the superannuation rules.

Deeds of Variation – from $195

Our in-house legal team will review and provide documents which amend an SMSF’s existing

trust deed, taking into account current superannuation laws, the latest planning strategies

and various lender requirements. Our solicitors sign off each variation to ensure it is handled

professionally, correctly, and importantly, that legal work is completed by a legal practitioner.

Replace a Lost Deed – $275

If your client cannot find a copy of their latest deed, we provide a service to replace the deed

acknowledging that, despite their best efforts, the trustees can’t find the deed are adopting a

new one. Best of all, this replacement deed will be totally up to date with current law.

Back office SMSF administration, audit and actuarial services through SMSF EngineDaily Administration including Audit and Software – from $110 per month

Our Daily Administration service provides a greater level of access and information to

Clients, Trustees and Advisers. On a daily basis, all the transactional data of the fund is input,

investments are re-valued and member transactions can be processed. Our fee includes

annual services (preparation of accounts, member statements, minutes and tax returns),

independent audit, class software licence and online access to client view.

Annual Administration including Audit – from $825 per annum

Under our Annual Administration service we can complete your annual compliance work

using your preferred software. Our fee includes annual administration (preparation of

accounts, member statements, minutes and tax returns), plus independent audit.

Actuarial Certificates – from $143

We have teamed with McGing Actuarial to develop a quick and easy online process where

you can have your certificate completed and ready for immediate download within minutes.

Additional SMSF Services

l Standalone Audit $495

l Residential Property Valuations $99

l Pension Kits from $330

l Title Searches from $55

l Tax Lodgement from $275

For full details of prices, terms and restrictions please visit our websites | www.ntaacorporate.com.au | www.smsfengine.com.au