Comparison Tables

SMSF Setup and Administration service providers
Below is a list of central SMSF service providers that promote themselves to clients Australia wide. It includes those that just supply trust deeds and a setup pack, those that provide a full setup service to completion, and those that do both establishment and ongoing SMSF annual administration.

Note that the alternative to using any of these below is to use your local accountant. The difference will likely be in price, the personalised service of your accountant, advisory services they may be able to offer, and any other services that they may package up with your SMSF work. See our article on Important items to consider with SMSF administration for more detail on this.

 

SMSF setup only - online providers

These are companies that will provide an establishment package to setup a new SMSF. With these, you go online and fill in your details, and they send you a trust deed to execute, and a range of other forms and a checklist to complete the setup.

 

NAME SUMMARY PRICE
Cleardocs
www.cleardocs.com.au
Supplies an SMSF establishment package, including a PDF trust deed (or option of mailed hardcopy) and other setup documents which you need to complete yourself. Includes an instruction sheet. Documents are from law firm Maddocks. $137.50 for email trust deed that you print out, and establishment pack
$187 for hard copy trust deed posted in duplicate, and establishment pack
Compleo
www.compleo.com.au
Supplies an SMSF establishment package, including a PDF trust deed and other setup documents which you need to complete yourself. Includes an instruction sheet. Documents are from Norman Waterhouse lawyers. $130 for email trust deed that you print out, and establishment pack
DBA Lawyers
www.dbalawyers.com.au
Supplies an SMSF establishment package (soft or hardcopy), including trust deed, PDS, BDBN pro forma, and all other setup documents required for establishment. Includes detailed instructions on how to execute the documents. Note this deed is written by Dan Butler who is a lawyer, presenter and trainer of SMSF law & strategies to financial planners and accountants. Also offers a web based annual trust deed update service. $400 softcopy
$1,100 softcopy + corporate trustee
$450 hardcopy
$1,200 hardcopy + corporate trustee
$137.50 for annual web based trust deed update service
Direct Docs
www.directdocs.com.au
Supplies an SMSF establishment package of documents sufficient to set up your own self managed superannuation fund with or without a corporate trustee. Contains trust deed, company constitution (for that option), membership forms, resolutions, declarations etc, and a detailed guide as to how to use these documents. Written in plain english by barrister Jeremy Gordon. Note there are also QROPS compliant packages for UK migrants. Also has a SMSF document checking service, and can provide advice on superannuation law (barrister).

$265 full package for individual trustees

$365 full package inc. corporate trustee constitution
$395 full QROPS package for UK migrants - corporate
$175 trust deed only
$195 QROPS trust deed only
$85 corporate trustee constitution only

Law Central
www.lawcentral.com.au
Supplies an SMSF establishment package, including a PDF trust deed and other setup documents which you need to complete yourself. Includes an instruction sheet. $220 for email trust deed that you print out, and establishment pack
Legal E Docs
www.legaledocs.com.au
Supplies an SMSF establishment package which includes all documents needed to set up a fund. It comes with an up to date Deed drafted by McMasters Solicitors, a checklist for setting up the fund, an election notice for the ATO, consent of trustee and member application documents, an investment strategy and the TFN and trustee declaration forms for the ATO. Also includes a "Guide to Simpler Super" and an ABN & TFN application if needed. They can look after the ABN & TFN application for you too, if needed. The deed allows for borrowing. Electronic version is $90 + GST
Printed version is $130 + GST
ABN & TFN application is $100 + GST
Corporate trustee is $550 + GST including ASIC fees of $433
Macquarie Group Services
www.macquariegs.com.au
Supplies trust deeds and SMSFs that supports law, tax and financial planning practitioners. MGS’ SMSF is a fully-inclusive product with normal establishment folder incl Deed, PDS and other documentation but adds nine additional kits for no extra charge. These kits include pension, investment strategies, SMSF Wills, Rollback, Reserving, Death, Member Roll-In and Member Roll-Out. Kits include all documents, detailed explanatory guidance, checklists and more. Plus MGS provide a Member Kit in a durable wallet for the Trustees.

MGS offer free advice and support by qualified practitioners but ONLY supplies to practitioners. Trustees should contact www.investorone.com.au
$440 full new product email plus binder.
$440
or less for deed upgrades (any). Contact MGS for pricing of multiple funds.
NTAA Corporate
www.ntaacorporate.com.au
Supplies an SMSF establishment package comprising of a trust deed plus all standard documents required to set up and administer the fund, including an instruction sheet. The documents have been drafted by Hall & Wilcox lawyers and the process is supervised and supported by an incorporated legal practice. $143 softcopy package (email)
$198
hard copy package with overnight courier delivery on the deed in triplicate.
Online Super Deed
www.onlinesuperdeed.com.au
Supplies an SMSF establishment package, including a PDF trust deed and other setup documents. $88 for email trust deed that you print out, and establishment pack
Reckon Docs
www.reckon-docs.com.au
Supplies an SMSF establishment package, with a choice of two different trust deeds. A Standard deed, and the Strategist deed. You can receive either by email or via hardcopy ,and includes other setup documents which you need to complete yourself. Includes an instruction sheet. $154 standard deed via email
$220
standard deed mailed hardcopy
$407
strategist deed via email
$495 strategist deed mailed hardcopy
All with establishment pack and instructions
Rocket Registrations
www.rocketregistrations.com.au
Supplies an SMSF establishment package comprising of a trust deed plus all standard documents required to set up and administer the fund, provided as PDFs on email. Printed copies are also available for an additional cost. $165 for the PDF package.
Add $110 for hard copy of all required documentation
SMSF Strategies
www.smsfstrategies.com
Supplies an SMSF trust deed via email, with the option for hardcopy including a folder, ATO forms and booklets, and a trustee DVD. This deed is written by Grant Abbott, who is a presenter and trainer of SMSF strategies to financial planners and accountants.

$430 trust deed emailed.
Add $110 for hardcopy, with folder, ATO forms & booklets, and trustee DVD.

Superannuation Australia
www.taxpayer.com.au
Supplies a few different levels of SMSF establishment packages, ranging from a DIY package where you complete the schedule to the Deed and supporting papers yourself, through to a Deluxe package where all the steps you need to follow are done for you.

$286 Economy deed
$330
Economy deed with PDS
$440
Deluxe deed
$484
Deluxe deed with PDS

SuperShift

www.supershift.com.au

SuperShift Australia provide a number of wholesale packages to professionals to on-sell to their clients. The Basic package includes all advice and documents required for a compliant SMSF establishment. $1,500 Supershift Basic

Includes SMSF Advice (via SoA), setup and registration of trustee company, SMSF Deed, investment strategy, all relevant registrations.

SuperCENTRAL
www.supercentral.com.au
Supplies an SMSF establishment package (option of mailed hardcopy) including a trust deed, Governing Rules, , PDS, Written Resolution, BDBN, Investment Strategy, and other document required in the setting up of an SMSF. Detailed instructions on how to execute the documents are also included. All documentation is legally reviewed to assist in avoiding potential legal and tax issues. Documents are created, managed and regularly updated by SMSF experts Townsends Business and Corporate Lawyers.

$302.00 set up fee with option of soft or hardcopy documents.
$137.50 Annual fee

Top Docs
www.topdocs.com.au
Supplies an SMSF establishment package, including a choice of either hardcopy of softcopy trsut deed, a CD with all docs on it, plus all other setup documents which you need to complete yourself. Includes an instruction sheet. Deed drafted in conjunction with Holding Redlich lawyers.

$440 for full service hardcopy

$275 for online delivery

Trust Deed.com.au
www.trustdeed.com.au
Supplies an SMSF establishment package, including a PDF trust deed and other setup documents which you need to complete yourself. Includes an instruction sheet. Documents are from law firm Batallion legal. $110 for email trust deed that you print out, and establishment pack

 

SMSF setup & annual administration

These are companies that will setup a new SMSF, along with providing end of year administration and compliance for new or existing SMSFs. They will either use a trust deed from one of the above suppliers (or another law firm), or may use their own.

 

NAME SUMMARY SETUP PRICE BASIC ANNUAL ADMIN PRICES*

Absolute Super Know how
www.absolutesuperknowhow.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee, up to a limit of 20 securities, with fees increasing thereafter $770
$2,475 includes up to 20 separate securities. Fees may vary for additional investments or complex assignments

Billingtons Accounting
www.billingtons.com.au
Establishes new SMSFs and provides end of year SMSF administration for a fixed fee. To tailor fee to SMSF, small fee increments are used based on number and type of assets held. Calculator is available on website for your convenience.
No investment restrictions. Free advice for clients (conditions apply). Online reporting included for quarterly service.
$110/hr + solicitors fee $880 Basic Annual (incl GST) + Audit
$1,628 Basic Quarterly (incl GST) + Audit
Includes up to10 units (ie 1 bank account + 8 TDs/ASX listed shares or 5 unlisted managed funds)

Each additional 6 units $130

Catalyst Super
www.catalystsuper.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee, based on the complexity of the fund. There is a choice of either a yearly or a monthly admin service with the ability to see your fund position online throughout the year.

$825 individual trustees

$1,375 with corporate trustee

Annual Service - $1,320 (inc GST) + audit
Monthly Service - $1,980 (inc GST) + audit


Cavendish Super
www.cavendishsuper.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee. $695
$1,995 + $455 audit fee
$1,680 + $455 audit fee
if all investments are via certain wrap platforms.
Extra for pensions.

Compli
www.compli.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee(depending on fund complexity). Also provides access to high level SMSF Compliance support for trustees as part of the service. $550



$1980 + $550 audit fee per annum for standard fund.

Contract Accounting Services
www.contractaccountant.com.au
Establishes new SMSFs and provides end of year SMSF administration based on transaction level. Caters for SMSFs with low transactions typically those holding term deposits and property investments. $560 Individual Trustee

$1,325 Corporate Trustee

$75 per month or $900 p.a if <50 transactions p.a.
$100 per month or $1200 p.a. for 50-150 transactions p.a.
$125 per month or $1500 p.a. for >150 transactions(conditions apply) p.a.
Audit fee $462 p.a. not included above.

Discount DIY Super
www.discountdiysuper.com.au
Establishes new SMSFs and provides end of year SMSF administration on a price scale depending on how many transactions your Fund makes through the year. Additional fees also apply if you "invest in non-standard assets such as an unlisted company, private unit trust, derivatives, loans or Real Property through an installment warrant type arrangement" FREE ( if you pay a $250 deposit towards the annual admin fee)
$990 base fee for 2 members and 50 transactions. Extra $330 for 50 to 100 transactions. $2.20 per trans. over 100. $100 for each extra member. Extra $300 if paying one or more pensions. Extra $594 for direct property via installment warrant.
Dixon Advisory
www.dixon.com.au
Establishes new SMSFs and provides end of year SMSF administration, based on a % of the value of your fund up to a maximum limit. Dixon also has a wide range of advisory and investment services. $990
1% of fund value , up to a max of $4,990

DIY Super Fund
www.diysuperfund.com.au
Establishes new SMSFs and provides end of year SMSF administration on a sliding price scale depending on how many transactions your Fund does. $495 ( trust deed and setup pack) or
$1,265 for full service setup
$1,320 < 100 transactions
$1,650 100 to 200 transac.
$1,980 200 to 300 transac.
Get quote for over 300 trans.
E-Superfund
www.esuperfund.com.au
Establishes new SMSFs for free, with very low cost ongoing admin. The limitation here is that you have to use e-superfund for your end of year admin for at least 1 year (or pay an exit fee), Comsec as your stockbroker, and ANZ V2 plus as the bank account. They will also limit some types of investment (e.g. can't trade spot FX, ect). They have a list of approved investments. Free (but conditions apply)
$699 (with conditions)

Fiducian SMSF Service
www.fiduciansmsf.com.au

Establishes new SMSFs and
provides daily SMSF
administration as well as end
of year services for an agreed
fee. Also provides access to
online fund reporting and
processing.
$650 for full
service setup for
individual
trustees or
$1,250 for
corporate trustee.
$2,640 for daily
administration (extra
if paying pensions) for
up to 30 investments
+ $450 minimum
audit fee.

Green Frog Super
www.greenfrogsuper.com.au

Provides all-inclusive set up and ongoing SMSF administration, tax agent and specialised compliance services for a flat annual fee. No other fees or restrictions on investments. Transfer of an existing fund is free. $275 Individual Trustees;
$975 Corporate Trustee (includes ASIC Registration fees)

$880 Accumulation Fund
$1,100 Pension Fund
+ $385 Independent Audit fee.
No restrictions on investments or transactions.


Heffron
www.heffron.com.au
Provides an ongoing administration, compliance and year-end tax & accounting service for a fixed dollar fee. Also provides access to high level SMSF compliance support for trustees as part of the service $715 for full service setup for individual trustees or $1,430 for corporate trustee
$1,980 for accumulation fund and $3,080 for pension fund (including actuarial certificate) plus $495 audit fee. Transaction loading will apply subject to the number of transactions per annum.

Horizon Superannuation
www.horizonsuperannuation.com.au
Establishes new SMSFs and provides end of year SMSF administration on a sliding price scale depending on how many transactions your Fund does. $539
$1,760 up to 125 transactions
$1,980 126 to 200 transac.
$2,200 201 to 300 transac.
$2,420 for over 300 trans.

iCareSuper
www.icaresmsf.com.au
Establishes new SMSFs and provides ongoing administration, compliance  end of year services for a flat fee. Establishes bare (custodian)  trust to buy geared properties in SMSFs.
Also provides SMSF accouting, audits, pension administration and consulting services. Free existing SMSF transfers. No other fees and restrictions for investments.

Free.

$880 for a corporate trustee if required. Free trust deed upgrades.

$74/month flat fee for any investments, any bank accounts and any number of transactions.  Free existing SMSF transfer.


Just Super
www.justsuper.com.au
Establishes new SMSFs and provides a choice of either quarterly or annual SMSF administration for a flat fee (if data received electronically) or scaled fee based on transactions if all manual input. They can also provide strategic advice for a fee, and provide support for technical queries. $440

$1,100 pa accumulation fund, and $1,650 pa for fund with pensions + $330 audit fee if data received electronically. Higher scaled fee based on transactons if data is manual entry. Audit fee assumes no unlisted, related party entities or loans.


MORE Superannuation
www.moresuperannuation.com
Establishes new SMSFs and provides "daily" SMSF administration for a flat fee. Setups are free if admin is also engaged. Note that they only deal via accountants or financial planners, not directly to trustees. FREE if admin is engaged
$330 if admin is not engaged
$990 pa fixed fee.

My SMSF Property
www.mysmsfproperty.com.au
Establishes new SMSFs and provides SMSF administration for a flat fee. Setups are free if admin is also engaged. FREE if admin is engaged

$1,100 pa fixed fee.

1 property + 20 stock portfolio

($150 for additional properties) $110 extra for online reporting
2 member fund in either accumulation or pension phase



Online Super Fund
www.onlinesuperfund.com.au
Establishes new SMSFs and provides end of year SMSF administration for a fixed fee. Unlimited transactions and unlimited number of investments. Investments limited to ASX listed securities, cash, term deposits and managed funds. FREE when admin engaged for 2 years, otherwise $200

$680 p.a. fixed fee (including audit) for basic admin.

Premier Super
www.premiersuper.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee. Also has the option of a full custodial service that acts as a mail house, and allows trustees to hand over all day to day admin issues to them. $990
$1,870 for a regular admin service
$3,740 for a full custodial service (extra if paying pensions)
Redwood Advisory
www.redwoodadvisory.com.au
Provides full service SMSF set up, annual administration and compliance services for a flat fee as well as property investment through a range of lenders including bare trust and custodian trustee services. ASIC registered auditors.

FREE for individual trustee

$800 for corporate trustee

Basic Annual admin
$89.99 per month or $1080 annually (includes audit)
From $1750 for Bare Trust and Custodian Trustee for property investment
Selfmanagedsuper.com.au
www.selfmanagedsuper.com.au
Establishes new SMSFs and provides a full service SMSF administration and financial advice service based at a monthly flat dollar fee. All trustees are provided with online access to view their fund’s tax and financial position on a daily basis and are free to use any financial institution for their broking and banking requirements. $100
$1,800 ($150 paid monthly)
Sequoia Superannuation
www.sequoia.com.au
Establishes new SMSFs and provides a choice of either daily or annual admin & reporting for all SMSFs at a fixed free price. There are no further costs based on assets or transactions. Ability to assist with borrowing, income streams, consulting as required at an hourly rate. Also has a broad network of experienced professionals if further advice is required.
 

Free if commit to using their admin for 2 years.

$990 for corporate trustee.

$1,950 + $450 audit flat fee for either daily or annual admin.

There is also a lower cost version for those with smaller balances under $100K.

Simple Super Solutions
www.simplesupersolutions.com.au
Provides a full SMSF service to accountants, individuals and advisers. Processing accounts on monthly, quarterly and annual basis. Electronic upload from your office to our software with access to clients data 24 hrs day. $1200 for Corporate trustee; Individual Trustee Establishment and Trust Deed upgrades available
$2200 Standard funds incl 150 transactions (plus audit) with no restrictions on bank accounts or investments. Tailored fees available for referrers, Call for obligation free quote on all accounting work.
Smart Super
www.smartsuper.com.au
Establishes new SMSFs and provides end of year SMSF administration, based on a flat fee + a % of the value of your fund up to a maximum limit. They also offer advisory / strategy development services for a fee. $1,210
$1,650 base fee + 0.5% of the fund value , subject to a minimum of $2,750, + $550 minimum audit fee
Supa Funds
www.supafunds.com.au
Establishes new SMSFs and provides end of year SMSF administration, based on a flat fee for up to 360 transactions. They also offer advisory / strategy development services for a fee. $585
$2,740 for up to 360 transactions. $4.40 for every excess transaction.

Super Accounting
www.superaccounting.com.au
Establishes new SMSFs and provides end of year SMSF administration on a price scale depending on how many transactions your Fund makes through the year. Additional fees apply if you "invest in non-standard assets such as derivatives, collectable's, private unit trust, unlisted company, agricultural investments, real property or lending funds to any person/entity." $495
$1,056 for up to 150 transactions ($2.42 for each additional transaction). Extra $342 if paying one or more pensions. Extra $594 for direct property via installment warrant.

Superannuation Warehouse
www.superannuationwarehouse.com.au
Establishes new SMSFs and provides end of year SMSF administration services for a flat monthly fixed fee if transactions are received electronicaly. Also establishes trusts for borrowing for property and ungeared unit trusts, however these have seperate fees. FREE

$39 per month flat fee if Bell Direct is used as stockbroker, and NAB UBank is used as cash account.
$79 per month flat fee if other stockbroker or bank account is used.

Extra admin fees for SMSF loan for property or ungeared unit trusts.


Super Concepts
www.superconcepts.com.au
Establishes new SMSFs and provides a choice of two different SMSF admin, accounting & audit services based on the types of investments held and data fed investment availability. Optional services including online reporting and mailbox are available. Also provides Documentation Services and technical guidance to support ongoing fund management.

$485 (stand alone)

No set-up fee for new fund setup under SMSF Accounting Solutions

From $1,195 + $440 audit for SMSF Express service. Only includes data fed investments(cash accounts, term deposits, ASX listed equities and selected platform services)

From $1,445 + $550 audit for SMSF Complete service. Caters for all SMSF assets - including managed funds, property and unlisted investments.


SuperEasy
www.supereasy.com.au
Establishes new SMSFs and provides end of year SMSF administration on a sliding price scale depending on how many investments your Fund holds through the year. $345 ( trust deed and setup pack)
$1,195 for up to 15 investments. Beyond this costs extra, and varies for each type of investment.

Superfund Partners
www.superfundpartners.com.au
Establishes new SMSFs with optional bank, broker and term deposit service applications at no extra cost. Provides monthly and end of year SMSF administration with transparent pricing based on the particular accounts and providers used – NOT the number of investments or transactions. Online reporting and technical advice at no extra cost.

$660 Individual Trustee

$1,650 Corporate Trustee

$0 Transfer Existing Fund

$110/month – Cash only

$125/month – Cash & Term Deposits

$135/month – Shares and/or Residential Property

$160/month – Managed Funds


Super Group
www.supergroup.com.au
Establishes new SMSFs and provides daily updated SMSF administration, with admin fees based on the size of the fund. Also provides (for a fee) strategic retirement planning and advice to clients when transitioning to the pension phase, and a Fund Doctor service for checking compliance.

$450

$1,200 if also establishing corporate trustee

$2,000 up to $200k fund size. The fee then rises as the size of the fund increases.

e.g. $400k = $3,500

$500k = $4,000

+ approx $350 audit.


Super Guardian
www.superguardian.com.au
Establishes new SMSFs and provides daily SMSF administration by acting as the mail house for the Fund. Annual fees are based on number of investments held at start of the year. Also provides daily online fund reporting, and strategic advice for a fee. $650
$1,812 for 0-10 investments, then a range of prices up from here based on number of investments, up to $4,080for 50 investments. POA for >50 investments.

Super Help
www.superhelp.com.au
Establishes new SMSFs for free, and provides end of year SMSF administration. However, to setup for free, you must use them for EOY admin. The admin is priced based on how many investments are held for the year, and how many members. Free (trust deed and setup pack and conditions apply)
$790 base fee for up to 2 members and 12 Australian investments. More than this costs extra and varies for each type of investment.

Super Plus
www.superplus.net.au
Establishes new SMSFs and provides end of year SMSF administration based on number of investments held through the year. Also provides intra-year online fund reporting. $495
$1,502 for 1-2 investments, then a range of prices up from here based on number of investments, up to $3,531for 40 investments. POA for >40 investments.

SuperShift
www.supershiftiq.com.au
SuperShift IQ provide SMSF setup and on-going SMSF administration services – annual fee is based on the number of investments held.

(Individual Trustee)

Includes FREE SMSF admin for 1 year. $700 +GST

 

(Corporate Trustee)

and FREE SMSF admin for 1 year. Cost: $1,250 +GST


$1,500 pa +GST

1-10 investments.

 

$2,000 pa + GST

10+ investments.



Supervision Superannuation
www.supervision.com.au
Establishes new SMSFs and provides daily SMSF administration for a flat fee, with daily pricing, quarterly reporting and daily online access to fund values. Select bank accounts also updated daily.

Free (individuals)

$595 (if corporate trustee)


$165 per month flat fee +

$397 audit fees (no property - or $452 up to 3 properties)

The Self Managed Super Specialists
www.leenanetempleton.com.au/smsf
Establishment and strategies for new and existing SMSF's. Admin service offering with ongoing daily administration, compliance management, co-ordination of Actuarial Certifications, preparation of annual financial statements, compliance audits, trustee strategies, estate planning, SMSF borrowing. Full advisory service providing strategic advice by SMSF specialists and 24/7 online access to your fund. $2,200 full service setup including a dedicated corporate trustee and ATO registration for the fund.
$320 per month all inclusive daily portfolio admin + YE compliance and audit. Options for full strategic financial advice, proposal available on request.

The Super Factory
www.superfactory.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee. $660
$1,760. Add $110 if pensions are paid.

Tranzact Total Super
www.tranzacttotalsuper.com.au
Establishes new SMSFs and provides 'daily' SMSF administration for a fee based on your number of investments. If using a wrap platform, this counts as two investments. $465 if using their admin - otherwise $520
Monthly fee of $152.45 + $8.50 per investment ($138.60pm + 7.85 per investment if via a financial adviser).

UNIP
www.unip.com.au
Provides end of year SMSF administration and daily online fund and member reporting for a flat dollar fee. n/a

From $699 pa to $989 pa flat dollar fee depending on how many investments are held. Online reporting setup is free.



Your Super Accountant
www.yoursuperaccountant.com.au
Establishes new SMSFs and provides end of year SMSF administration for a flat dollar fee. Also provides access to online fund reporting and processing. Free full service setup
$950 pa for up to 20 investments, then $30ea.
Unlimited transactions
Up to 4 members
Audit is extra via independant 3rd party.

Your Super Admin
www.yoursuperadmin.com.au
Provides end of year SMSF administration on a flat dollar fee basis (unless the audit takes more than 4 hrs). n/a
$1,705

Your Super Solutions
www.yoursupersolutions.com.au
Establishes new SMSFs and provides year-end administration + audit, with a focus on correct planning and structure, real-time reports and personalised service. Free SMSF transfer, flexible banking options. Accredited SMSF Specialist Advisor, Juanita Sharp. Monthly payments, financial strategies, estate planning, independent smsf audits and high end compliance support available. Free with admin
From $2,420 pa

 

*Note: if you are a SMSF setup or admin provider, and you are not listed above and wish to be, or your listed and your details are incorrect or need to be changed, please contact us with your correct details in the same format as above.

 

CLICK HERE to read an article which includes an explanation of the difference between 'daily' and 'end of year' smsf administration services.

 

*Notes on Prices :

- All prices have been listed based on the public information available and has been done in good faith and on a 'best endeavours' basis. Prices may have changed since this listing, and so you must check with each company to verify their current pricing before proceeding with any of them.
- Setup Price assumes a full setup service where you are assisted in the process all the way to completion, unless otherwise stated.
- Annual Admin Price means end of year (or daily) administration and includes the total price per annum including audit and GST. Assumes a flat dollar amount, unless otherwise stated.
- Note that each company may (and almost always will) have other costs beyond what is listed here for events such as establishing a pension, establishing a corporate trustee, taking over an existing fund, creating a binding death benefit nomination, having real property within the Fund, or providing advisory services. Most administrators will charge a bit extra for administration of a SMSF that is paying a pension. You need to check the full list of fees with the provider that your interested in.



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