2. Who are we?
• Established in 2009
• 800+ SMSFs under administration
• Gold Coast head office with clients across Australia
• Owned by boutique financial services company Quill Group
• Main demographic is baby boomers with approx. $1m in assets
• 60% of clients currently self-directed
• Completely cloud driven business
3. What we do How we do it
• SMSF Accounting & Tax
• Establishment of new SMSFs
• Strategic SMSF advice
including:
• Pensions strategies
• Limited Recourse Borrowings
• Estate planning
• We DO NOT provide investment
advice – and we never will!
• Your SMSF, your choice
• Advice when you need it
• Simple fee structure
4. Why advisers love us:
• Specialist SMSF focussed business
• High service levels with a personalised touch
• We lodge earlier than typical accountants – quicker refunds
• We need investment advisers to look after our clients
• Lower fees compared to industry average
• Online access
• Data feed driven
5. What we charge
Ongoing Fees
• Client with adviser driven
equities portfolio:
• $1,620 admin
• $400 audit
• Monthly or annual fee options
• Refundable GST impact:
• Client with $10k in fees/
brokerage would receive $682
GST refund
Other Fees
• New SMSF (standard pricing):
• $660 – individual trustees
• $1650 – corporate trustee
• Deed upgrade - $495
• LRBA / Bare Trusts - $1485
• Full pricing schedule on our
website