SMSF Fee Schedule

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Setting Up

  • Establishment No Fee*
  • SMSF Trustee Company $799
  • Existing Fund Transfer FREE**
  • SMSF Setup SOA Fee $550 –$1100


  • Bronze $1,100 per annum
  • Silver $1,550 per annum
  • Gold $2,550 per annum

Maintaining Your SMSF

  • Pension Establishment $550 per pension
  • Actuarial Certificate $220 per certificate
  • Super Rolls Posted $55
  • GST Registration $110
  • Trust Deed Replacement $330 per deed
  • SMSF Update  $550 (1) hour + Investment strategy review, Binding Nomination updates and minute
  • Bare Trust Setup $1,550
  • Adding or Removing Fund Members $770
  • ATO Queries $55
  • SMSF Windup Fee $2,200

Annual Regulator Fees

  • Asic Super Trustee Renewal
    Fee– $55
  • Asic Property Trustee Renewal
    Fee– $273
  • ATO Supervisory Levy
    – $259 paid with your tax

What is included at No cost in the establishment process:

  • SMSF Trust Deed – provided that you maintain your account for 12 months
  • ABN/TFN Application
  • Bank Account Application
  • SMSF Deed Setup
  • Electronic Service Address Setup

Note: An early break fee of $1,550 is payable if the 1st years administration is not completed

What is included at No cost for SMSF Transfer Funds

  • Free online account
  • Review of your existing fund documents

Note: An annual administration fee applies for the services we provide to your fund

Fees you need
to pay ?


When you complete our online application the one off establishment fee of $799 is due if you require a corporate trustee.

Transfers of Existing SMSF’s with outstanding returns and audits will be subject to our annual administration fee, depending on the package you select.

Please view our service packages


­­If your SMSF needs to do something additional such as vary the SMSF deed, add a Pension or query an ATO instalment or correspondence, which attracts a one off fee


Your SMSF pays the annual administration fee which is billed to your SMSF account for Tax, Audit and Online Services

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