SMSF Packages

We understand the importance of superannuation when owning a small business. Your SMSF can become an important asset within your family group by working in conjunction with your business and in some cases alongside your business. In addition it can become an important vehicle when it comes a time to realise the gain on your business and utilising the small business CGT concessions. 

At Evergent our approach to SMSF compliance and reporting is exactly the same approach we use for small business solutions. We are a one stop shop. For a fixed fee, we will handle the establishment or transfer, compliance, administration, annual financial statements, tax return and audit communication.

SMSF Packages

What our comprehensive SMSF Packages mean for you:

  • Unlimited Communication and General Advice
  • Online access to compliance and investment reports
  • Live Mobile Reporting of your SMSF Performance
  • Set-up and management of software
  • Financial Statement Preparation
  • Tax Return Preparation
  • Correspondence with Auditor
  • Trustee Cooperate secretarial services
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