Pricing · SMSF
SMSF fees
One fixed monthly fee covers your fund’s accounts, tax return and independent audit: $295 + GST a month in accumulation, $315 + GST a month for a retirement (pension) fund. Setup is $0 for a limited time, and moving an existing fund to us is free.
Setup
$0
For a limited time, we set up your SMSF at no cost.
- SMSF trust deed
- ABN, TFN and GST registration
- Trustee minutes and consent forms
- Corporate trustee (additional charges apply)
Accumulation
$295/month + GST
Complete administration for a fund building its balance.
- Financial statements
- SMSF annual return
- Annual independent audit
- Annual minutes and member statements
- Online portal for investments and contributions
- Technical support from our SMSF accountants
Retirement (pension)
$315/month + GST
Everything in Accumulation, for a fund paying a pension.
- Financial statements
- SMSF annual return
- Annual independent audit
- Annual minutes and member statements
- Actuarial certificate
- Pension minutes and documentation
- Online portal for investments, contributions and pensions
Frequently asked questions
What does the monthly fee include?
The fund’s financial statements, SMSF annual return, independent audit, annual minutes and member statements, portal access and technical support. Retirement funds also get the actuarial certificate and pension documentation.
What isn’t included?
Costs the fund pays to others: investment platform and brokerage fees, the ATO supervisory levy, and ASIC fees for a corporate trustee. Advice outside the annual package, such as a property purchase or change of strategy, is a fixed quote or charged at our hourly rates, whichever you prefer.
Is there a charge to move my fund to you?
No. Moving your existing SMSF to us is free.
Is setup really $0?
Yes, for a limited time: the trust deed, ABN, TFN and GST registration, and trustee minutes and consent forms. A corporate trustee has additional charges.
Ready to talk?
Book a free consultation of up to an hour, in the office or by video, or just call.