SMSF & Investment Services

3 Easy Steps to Get Started

  • Step 1

    Choose
    a plan

    Choose a plan that best suits your personal, business or investment needs.

  • Step 2

    Customise
    your plan

    Customise your plan by adding additional software or services to suit.

  • Step 3

    Submit
    your plan

    Click submit and we'll call you so that we can begin working with you straight away!

What’s Included?

At Live Accounting our plans cover all the usual things such as the accounting and tax requirements for your investment Trust, Company or SMSF, but we can also streamline your administration and compliance and connect your portfolio to minimise your ongoing maintenance costs and keep you up to date

Suited to direct investors and/or those with existing Financial Planners, our Investment packages have been designed to make things seriously easy!

Note: All of your investments must be maintained on Xero and Sharesight. If you do not currently use these tools, we will create subscriptions for you and establish your portfolio online for you (separate fee applies).

 

  • Holding Trusts
    $99 per month (excl. GST)
    A family trust or unit trust that owns shares in a private company/ies. Financial statements, tax returns, minutes and distribution statements
    • Annual financial statements
    • Tax return
    • Annual minutes
    • Trust distribution statements

    OPTIONAL (at additional cost)

    • Standard Xero subscription (optional)
    • Tax Audit Insurance
  • Investment Entities
    $199 per month (excl. GST)
    Managing your shares, managed fund investments & property. Includes financial statements, tax return, minutes & trust distribution statements
    • Annual financial statements
    • Tax return
    • Annual minutes
    • Trust distribution statements

    OPTIONAL (at additional cost)

    • Standard Xero subscription (optional)
    • Additional investor tools & reporting options are available
    • Tax Audit Insurance
  • Superfunds (SMSFs)
    $299 per month (excl. GST)
    Everything that you need to track and administer your superfund - want fixed cost reporting, flexibility of more options, full SMSF reporting, tax returns + audit
    • Monthly SMSF bookkeeping
    • Annual financial statements
    • Tax return
    • Annual minutes
    • Members statements

    OPTIONAL (at additional cost)

    • Standard Xero subscription (optional)
    • Independent audit as required by law (fixed price)
    • Additional investor tools & reporting options are available
    • Tax Audit Insurance

 

Can’t find a plan that suits?

No worries – if we don’t have a plan that fits your budget, or your needs, get in touch below and we’ll get back to you with some other options that make sense:

Get in touch now