Dhan Accountants · SMSF outsourcing since 2010
SMSF accounts for your firm, at one fee per fund
Send us a fund's records. We prepare the year's accounts, the draft annual return and referenced workpapers in your software, then hand the file back for you to review, sign and bill.
From $450 per fund, before GST Working with firms since 2010 Registered tax agent 24702003 (check it on the TPB register, another site)
- Year-end work
- From $450 per fund
- Before GST. $600 if we lodge the return.
- Turnaround
- Within a week
- Most funds, once your records are complete.
- Software
- BGL and Class Super
- Simple Fund desktop, BGL360, Class Super and Supermate.
- Your clients
- Stay yours
- We work only for firms and never approach your clients.
Packages
Three ways to hand us your funds
Each package comes in two forms: you lodge the return, or we lodge it for you. Prices are per fund and before GST.
Year-end work
$450 per fund (you lodge) · $600 per fund (we lodge)
The year's accounts, the draft SMSF annual return and referenced workpapers, prepared once the year has closed.
Year-end work in detailAnnual administration
Quoted on your volume
The fund's administration for the whole year, done in one pass, in the software you choose. You lodge or we lodge.
Annual administration in detailDaily administration
Quoted on your volume
Transactions reconciled as the year goes, so you can see each fund's position at any time and year-end has little left to do. You lodge or we lodge.
Daily administration in detailFund not yet set up in the accounting software? A once-off set-up fee of $150 applies. Actuarial certificates, when a fund needs one, are $125.
SMSF audits are not part of any package. They are done by a separate firm (smsfaudits.com, another site), which never audits a fund we prepared.
What comes back to you
A finished file, not a list of questions
Each fund comes back complete, so your reviewer checks the work instead of redoing it.
Most funds come back within a week of us receiving complete records.
Accounting and tax work too?
Dhan Accountants also prepares bookkeeping, year-end accounts and tax returns for firms. Accounting and tax outsourcing at accountingoutsourcing.com (another site)
How it works
Four steps, whether it's one fund or two hundred
Tell us your funds
How many, which software they're in, and when you need them back.
We confirm the fee in writing
One fixed fee per fund, whatever the fund's size, set out before we start.
Send the records through our portal
Upload each fund's records to the client portal, not by plain email.
Review, sign and bill
Any question goes to you, never your client. The finished file comes back for you to sign off under your firm's name.
Checking us before you sign
What to check, and where to check it
Your clients' financial records will pass through our hands. Check us the way you would check any firm you hand them to.
Samples of our work
Judge the work before you send us any
Ask us for a current sample, every client detail removed.
Insights
Notes on SMSF rules and practice
Short articles on SMSF rules, set-up and investment strategy, each reviewed against today's rules.
The role of an accountant in an SMSF
The parts an accountant can play in an SMSF, from accounts, tax and administration to advice, and why the auditor must be a separate, ASIC-registered auditor.
How SMSF outsourcing gives your firm an edge
How outsourcing SMSF preparation helps accounting and financial planning firms – deadlines met, specialist work, consistency, lower cost, less key-person risk.
6 questions to ask an SMSF outsourcing firm
Before your firm hands SMSF work to an outsourcing provider, ask these six questions about experience, quality, your terms, fees and turnaround.
Ask for a quote
Tell us how many funds you have. We'll confirm the fee.
- We replyBy email or phone within one working day.
- We confirm the workFee, software and timing, in writing.
- You send the first fundThrough the client portal.
- 1300 707 325Monday to Friday, 9 am to 5 pm Queensland time
- [email protected]
Ask for a quote
It takes about two minutes. Every field is needed unless it says optional.
Dhan Services Pty Ltd, trading as Dhan Accountants, uses these details only to answer your enquiry and, if you go ahead, to set up your funds. We don't add you to a mailing list. Our privacy policy explains how to see or correct them, and how to complain.