Fillable Engagement Letter and Authority to Proceed SMSF Administration (Australian National University)

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Engagement Letter and Authority to Proceed SMSF Administration (Australian National University)

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SuperEasy Engagement Letter
Page 1 of 4
Copyright © SuperEasy Pty Ltd ABN 48 092 141 083
®
Engagement Letter and Authority to
Proceed SMSF Administration and Audit
Herewith you appoint and authorize SuperEasy® to carry out the Annual Administration and Audit of
your Self-Managed Superannuation Fund (SMSF) according to the SMSFs legislation and guidelines.
Terms and conditions of your authorisation to SuperEasy® are:
SuperEasy® Annual Administration meets all the requirements set forth by the governing
authorities and includes Special Purpose Financial Statements including:
o
Operating Statement,
o
Statement of Financial Position,
o
Notes to Accounts,
o
Members Statements,
o
Audit Report,
o
Fund Income Tax and Regulatory Return,
o
Pension information/letters.
SuperEasy® Annual Administration and Audit DOES NOT INCLUDE:
o
Quarterly/Annual PAYG form completion - $220 (GST incl.) fee applies for the quarterly
PAYG,
o
Actuarial Certificate Section 295-390 - $350 (GST incl.),
o
Accounting Advice related to taxation or superannuation issues - $250 (GST incl.) per hour,
o
Supervisory Levy payable to the ATO,
o
Pension Set Up - $350 (GST incl.),
o
Audit Contravention Report - $350 (GST incl.) applies to funds where ACR needs to be lodged
with the ATO,
o
Audit Management Letter - $350 (GST incl.) applies to funds with contravention issues but no
Audit Contravention Report lodged,
o
Annual Preparation and Lodgment of Transfer Balance Account Reporting (TBAR) per
member with a maximum of four events for a member in one TBAR - $350 (GST incl.).
o
Quarterly Preparation and Lodgment of Transfer Balance Account Reporting (TBAR) per
member with a maximum of four events for a member in one TBAR - $220 (GST incl.).
SuperEasy® fee is based on 15 different Australian investments traded or held during the
specific financial year. The fee is irrespective of the fund value, membership in the fund or
corporate / individual trusteeship. SuperEasy® costs are time based and depend on the amount
of work required for the completion of the specific task. Other factors which could influence our
fees are completeness and correctness of the supplied documentation.
N.B.
In case if you are a ”Day trader” with the result of the large number of
transactions per investment, please check with us about our processing fee.
SuperEasy Engagement Letter
Page 2 of 4
Copyright © SuperEasy Pty Ltd ABN 48 092 141 083
SuperEasy® fee is based on the information provided at the time of sign up and payment. The client
agrees that the information provided at the time of sign up is true and accurate. If the actual number
of investments exceeds those specified in the client’s fixed fee quote, SuperEasy® reserves the
right, without consultation of the client, to charge the client the additional investments as per the
Investment Table and Investment Movement Report listing all investments.
Fixed Quote for the Annual Administration, including Audit and Tax Return for your fund,
is based on the following criteria your fund needs to meet:
o
Complying Investment Strategy,
o
Complying Investments,
o
Complying Trust Deed,
o
Your fund has a Tax File Number,
o
Your fund has an Australian Business Number,
o
Personal Tax File numbers of Members are supplied,
o
The actual number and type of investments in the portfolio agrees with the quoted number of
investments.
SuperEasy® definition of Investments
The term "Australian Investment" includes, but is not limited to the following:
o
Bank Account, Building Society Account or similar,
o
Term Deposit bank account or similar fixed interest security,
o
Share Trading, Broker or similar trading account,
o
Shares/Units in entities listed on Australian Stock Exchange e.g. if you have Telstra
shares and BHP shares, they will be counted as 2 investments,
o
Segregated investments are counted individually e.g. if you hold Telstra shares in
two segregated accounts, they will be counted as two investments,
o
Shares/Units in non-listed entities resident in Australia,
o
Australian Life Insurance Policy,
o
Other type of investments such as gold bullion, coins, wine or similar.
o
Each investment needs to be entered in the accounting software and will show in various
Financial reports with the number of units, purchase price, current price, and profit/loss
information,
o
The fee per Investment Table also includes the Audit charges!
Each additional Investment will be charged according to the Investment Table below:
DESCRIPTION
GST INCL.
Each additional Australian Investment
$44
Each additional Overseas Listed Investment
*
$88
Each Overseas Real Estate Property
$616
SuperEasy Engagement Letter
Page 3 of 4
Copyright © SuperEasy Pty Ltd ABN 48 092 141 083
Each additional Trading Account: Option, CFD (Contract for Difference) or
Overseas Investment not listed on any foreign stock exchange*
$220
Each additional Forex Options Account and Foreign Options account*
$308
In-house Assets
$220
Each Real Estate Property (no borrowing)
$220
Each Real Estate Property under borrowing arrangement
$352
Each plant or equipment leased to external parties
$88
Defined Benefit Fund
$308
*
Overseas investments with large number of transactions where the reporting document
lacks background information will attract additional hourly fee, due the following tasks
associated with the processing of each transaction:
o
Conversion of U$ to AUD on transaction date
o
Reconciliation between the two currencies
o
Working out the tax withheld for each paid dividend
o
Conversion of U$ to AUD for dividends on transaction date
o
Reconciliation between the two currencies
o
If the numbers are not balancing the whole process needs to be rechecked
o
For the dividend reinvestments, the conversion of U$ to AUD is done first and then the
cost differences.
Important Notes:
o
Once you have signed the Engagement Letter and Authority to proceed and supplied your
documentation, our service can no longer be cancelled and the refund will not be provided,
however SuperEasy® will complete the annual administration with all legally binding tasks
according to the Engagement letter.
o SuperEasy® Annual Administration instructions and downloadable forms are published on
our website, herewith the link:
https://www.supereasy.com.au/smsf/administration-instructions.asp
o
If additional work is required as a result of misleading, inaccurate, incorrect or incomplete
information supplied to SuperEasy® by the trustees of the fund, SuperEasy® is entitled to
charge additional fee at the hourly rate of $250 (GST incl.), depending on the work involved
o
We may use third party practitioners and or offshore entity for: hosting of our web site, an
offsite data storage system “cloud storage”, data entry, software providers such as Microsoft
Office 365, BGL Corporate Solutions.
o
Please let us know if you are a “Day trader” resulting in the large number of transactions of
your fund. ”Day trading” is a practice of buying and selling assets within the same trading
day. Additional fees apply associated with the work.
SuperEasy Engagement Letter
Page 4 of 4
Copyright © SuperEasy Pty Ltd ABN 48 092 141 083
We, the undersigned Trustees hereby accept the terms and conditions of this document and
authorize and engage SuperEasy® to carry out the end of year administration of the
undermentioned Regulated Self-Managed Superannuation Fund. We understand that the terms and
conditions of this document are legally binding. We authorise SuperEasy® to proceed according to
the requirements set forth by the law and in
accordance with the terms and conditions set forth in
this authority letter.
In signing this document we the undersigned acknowledge that we are authorized to do so and that
we have read, understood and accepted all the terms and conditions contained in this document.
Fund Name:
Financial year
:
All Trustees to sign and print Names (Names in BLOCK LETTERS)
Trustee/Director 1 Signature Name 1
Trustee/Director 2 Signature Name 2
Trustee/Director 3 Signature Name 3
Trustee/Director 4 Signature Name 4
Signed and Dated:
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Engagement Letter and Authority to Proceed SMSF Administration (Australian National University)

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Completed 26 January 2021

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