FAQ's For Trustees
How do you charge?
Our SMSF compliance fees are based on the size of your fund categorised from small, medium to large. We determine the size by the number of investments held at the end of each financial year. Administration services to support changes and/or new investments within the fund may incur supplementary fees.
Our SMSF advice fees range depending on the advice and can be quoted upfront.
Do you charge for the first meeting?
No. Our first online meeting is complimentary because we want to get to know you and understand your needs. We also want you to get to know us.
Can you audit my Fund?
By law, your SMSF must be audited by an SMSF registered independent auditor every year the fund is operating.
Concise Super have alliances with various registered independent auditors. We liaise with the SMSF auditor and handle any questions the auditor may have.
Can you provide SMSF investment advice?
Investment advice for your SMSF should be sought by a Financial Planner.
We have business alliances with independent Financial Planners with various specialties. We can arrange an introduction according to your needs.
Do you outsource overseas?
We are an Australian business that operates in Melbourne. All our work is done in Melbourne by our qualified team. We uphold the standards set by CPA Australia and the Tax Practitioners Board.
Can you look after my personal and business tax affairs?
Our practice specialises only in SMSF services.
We have business alliances with accounting firms specialising in various areas. We can arrange an introduction according to your needs.