SELF-MANAGED SUPERANNUATION FUND PRICING
| Service | Fee (Inc. GST) |
|---|---|
| Self-Managed Superannuation Fund Establishment | $1,100 |
| Bare Trust Establishment (SMSF Property Purchase) | $1,750 |
| Fund Structural Changes | From $220* |
Our SMSF services are designed to help trustees establish, manage and maintain a compliant self-managed super fund while providing access to specialist support as circumstances change.
Establish your SMSF
| SMSF Type | Annual Fee (Inc. GST) |
|---|---|
| Base annual compliance fee (cash, term deposits, listed shares and managed funds) | $1,750 |
| Direct Property Holdings | Additional $220 per property |
| Pension Accounts | Additional $330 per pension |
| LRBA Arrangements | Additional $275 per LRBA |
| Unlisted investments, related-party loans, cryptocurrency, private companies, overseas assets or other complex structures – Quoted individually. | To receive an accurate quote, please forward a copy of your latest SMSF financial statements and tax return. We will review your fund and provide a tailored fee estimate. |
| Actuarial Certificate (where required) | At Cost |
Establishment Package Includes
Trust deed preparation
Trustee documentation
Meeting minutes and resolutions
Fund registration assistance
ATO registration support
Product disclosure documentation (where applicable)
New Client Offer
Transfer Your SMSF to Our Practice
First-Year Compliance & Tax Return Preparation - From $1,100 (Inc. GST)
Includes:
SMSF financial statements
SMSF Annual Return preparation and lodgment
Member reporting
Compliance review
Ongoing trustee support
The annual audit is a separate engagement; however, we can coordinate the audit with one of our independent external SMSF auditors at competitive rates.
Annual SMSF Administration & Compliance Fees
Pension Administration
Pension Establishment & Ongoing Administration
$330 per pension
Includes:
Pension calculations
Trustee documentation
PAYG withholding registrations (where required)
Reversionary and non-reversionary pension changes
Centrelink schedules
Our Pricing Commitment
Transparent fixed-fee pricing wherever possible.
No additional work undertaken without client approval.
Fees tailored to the complexity of your fund.
Competitive pricing for SMSFs with shares, property and pension accounts.
Important Information
All fees are inclusive of GST unless otherwise stated.
Annual audit fees are charged separately.
Additional fees may apply where records are incomplete or significant reconstruction work is required.
Fixed fee quotations will be provided before any additional work is undertaken.
Fees may vary depending on the complexity of the fund and investment structure.