How We Help

At EPA Group, we’ll provide everything to get your SMSF up and running. Contact us to get a tailored pricing plan.

EPA Group Balwyn provides tailored plans to get your SMSF up and running
Start Up Cost

Statement of Advice

  • SMSF Establishment
  • SMSF Establishment & Limited Borrowing Arrangement
    • Review of Risk
    • Protection and investment advice

Establishment Costs

  • Fund Establishment with Trust Deed & Corporate Trustee

SMSF Borrowing

  • Formation of Bare Trust
  • Establishment of Bare Trust Deed
EPA Group Balwyn provides tailored plans to manage your SMSF
Annual Fees

Statements & Returns

  • Financial Statements & Tax Return


  • Independent Audit

Secretarial Services

  • ASIC Corporate Secretarial Service (excluding ASIC Company review fee)


  • Actuarial Certificate
Tailored SMSF management plans by EPA Group Balwyn
Other Services

Pension Establishment

  • Single Member
  • 2 Members


  • Lump Sum Withdrawal

Trust Deeds

  • Trust Deed Updates
  • Deed Replacement

Corporate Trustees

  • Replacing Trustees from Individuals to Companies
Contact Us for a Tailored Pricing Plan