Establishment & Setup
No setup feesSMSF Establishment
We take care of setting up your self-managed super fund from end to end, including:
- Preparing the trust deed
- Registering the fund with the ATO
- Obtaining your ABN and TFN
- Establishing a corporate trustee
We also cover all regulatory fees associated with your fund setup.
A $500 (ex. GST) deposit is charged during the online setup process which will be refunded to you once your rollover is completed.
Ongoing Annual Management
$1,999
per year.
ex. GST
Turnkey Super Annual Fee
One flat annual fee covering everything required to establish, manage, and maintain your SMSF.
No tiers. No hidden admin costs. No surprises.
Ongoing Administration & Compliance
Everything needed to keep your fund compliant and running efficiently:
- Year-round administration and support
- Trustee resolutions and minutes
- Compliance monitoring
- Investment strategy updates
Annual Accounting & Reporting
Your full end-of-year financial and regulatory requirements are covered, including:
- Statement of Financial Position
- Profit & Loss Statement
- Member statements
- Investment reporting
- Annual SMSF tax return (lodged with the ATO)
- Independent annual audit
Government & Regulatory Costs
$259
ex. GST
ATO Supervisory Levy
per yearCharged annually via your SMSF tax return.
$67
ex. GST
ASIC Annual Review Fee
per yearApplies to your corporate trustee.
Additional Services & Costs As Required
These services are available where needed for your SMSF and property journey.
Property & Lending Structures
$1,199 one-offex. GST
Bare Trust Setup
Required for a property purchase in your SMSF. We establish the holding trust and trustee company in line with compliance requirements.
This is automatically set up for you once your fund setup is complete.
Charged per property purchase.
Fund Changes & Administration
$199
ex. GST
Member Changes
per changeApplies when adding or removing members from the fund.
from $99
ex. GST
Deed Updates
per updateCovers updates to your SMSF trust deed due to legislative changes or strategy updates.
Pension & Advanced Requirements
$99
ex. GST
Pension Commencement
one-offCovers setup of pension accounts and required documentation when starting retirement income streams.
$149
ex. GST
Actuarial Certificate
per yearRequired where both accumulation and pension accounts exist in the same fund.
$0
Death Benefit Nomination
includedBinding death benefit nominations prepared and lodged at no additional charge. Charges may apply for changes to the death benefit nomination.
Compliance & Reporting Events
$299
ex. GST
Audit Contravention Report (ACR)
per reportPrepared and lodged if a compliance breach occurs and must be reported to the ATO.
Transfers, Exit & Wind-Up
$0
Super Transfers
No fee to roll your existing super into your SMSF.
$0
Exit Fee
No fee if you decide to move to another provider.
No service fee
Wind-Up
We don't charge to close your fund. Standard ASIC deregistration fees may apply.