Year 2016/17 FREE* For new SMSFs – includes tax, accounting and compulsory audit (*Conditions apply)
You have complete control over when and what to buy and sell – managed funds, property, shares, cash, and bonds.
Daily online reporting at the click of a mouse
Annual financial statements & tax return. That is hassle-free.
Access to quality Tamim Funds Management portfolio service
No hidden costs. With all fees locked in annually in advance
A truly paperless service. With data feeds and automation between embedded platforms
The Cost of Setting up and Running Your New SMSF with Tamim Superannuation
Tamim Superannuation is a premium low-cost self-managed superannuation fund (SMSF) service offered by premium SMSF administrators. There is a $Nil establishment fee to set up your SMSF and we provide your Year 2016/17 services free*.
After that, you pay just $1,000* per annum for your SMSF accounting, tax, compliance and your compulsory annual audit. (*Fees only apply to SMSF trustees using individual as trustees and embedded products to execute transactions. SMSF supervisory levy is payable annually to the ATO on lodgement of each SMSF annual return of $518. Please refer to our terms and conditions for more details.)
Frequently Asked Questions
WHAT ARE YOUR FEES?
We have a fixed fee with no hidden extras
Your annual fee of $1,000* is all-inclusive for SMSFs that use our embedded products. There are no extra charges and no hidden costs at year-end.
We prepare your funds financial statements and tax return and arrange the annual independent audit. Your flat fee covers all the following services.
Online access to compliance and investment reports
Annual Financial Statements
Annual Tax Return
Actuarial Certificate if required
Lump Sum Withdrawals
Please note investment execution, advice and other operational expenses can be incurred by your fund during existence and we recommend you identify these prior to establishing your SMSF.
WHY ARE YOU SO AFFORDABLE?
Truly Paperless SMSF Solution
Fully Integrated System
Latest Innovation in SMSF industry
Designed for Hands-On Investors
Pre-Selected Platform at your Fingertips
It is now evident that more Australians with low fund balances can maintain a competitive operating cost compared to larger ones which means more people can benefit by taking control of their retirement savings – because at the end of the day NOBODY is as interested as your retirement savings … as you!
HOW EASY IS IT TO MANAGE AN SMSF?
Managing your SMSF with Tamim Superannuation is a breeze.
All the information regarding your contributions, pensions and investments are available to you at the click of a mouse.
You can easily keep track of how much you’re contributing to your fund, and monitor your pension balance on a daily basis. Our software keeps you up-to-date on how much you can contribute into your SMSF, before reaching your contribution limit. Our pension page notifies you of what you have drawn, and alerts year to date you to the remaining amount you must draw to satisfy your pension requirements.
Most importantly, we’re processing your SMSF daily, not annually. If we notice any issues or a compliance breach – we will contact you immediately to rectify. Dealing with any issues as they occur – ensures you remain fully compliant at all times, delivering you absolute peace of mind.
SO IF I HAVE AN ISSUE, I CAN CONTACT YOU ANYTIME?
Absolutely. Our toll-free number is 1300 75 0007. One of our friendly team members will be more than happy to help you.
HOW DO I TRANSFER MY EXISTING SMSF TO TAMIN SUPERANNUATION?
Ready to save time and money? Keen to get your SMSF information daily rather than annually – after the end of the year? Ready for the peace of mind Tamim Superannuation’s compliance monitoring provides? Call us now for a free quote and walk-through on how a transition to Tamim Superannuation will work. Our toll-free number is 1300 75 0007
The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.