FAQ's For Accountants
How do you charge?
Our SMSF compliance fees are based on the size of the 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.
Do you provide audit services?
Concise Super have alliances with various SMSF registered independent auditors. We can arrange your clients SMSF audit. As part of our service we provide the auditor with a complete work papers package for audit and handle any questions the auditor may have.
Do you deal with my clients direct?
When you engage Concise Super, the relationship is with your firm. Therefore, Concise Super prepares all SMSF client work for your Firm. We direct all queries regarding your clients’ fund to your office.
Where is the work done?
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.